Changing Who a Matter is Assigned to

You can change the assigned user associated with a case. For example, you may have a user who no longer works for your firm, but you need to reassign their matters. 

To do this:

1. In Actionstep, edit the matter you need to update. (See Editing a Matter for help.) 
2. Click the information icon next to the matter title.  A pop-up window appears.
3. Click Edit The Edit Matter Properties window appears.
4. Click the Assigned to drop-down list and choose a different user. 
5. Click Save to save your changes.

Related Articles:

• Editing a Matter
• Reassigning System Users
• Editing a Contact from a Matter