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How do I link a firm user to all active cases?
How do I link a firm user to all active cases?

You can link a firm user to all active cases by navigating to the firm user's page.

Updated over 3 months ago

You can link a firm user to all active cases by navigating to the firm user's page.

The easiest way to pull up the firm user's page is by using the universal search bar (in the top-right corner of your MyCase database). Begin typing their name in the search bar and select their name.

On the Firm User's page, select the Cases option, then click Link To All Active Cases.

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A pop-up window will appear to confirm you would like to link the Firm User to all active cases.

Additionally, there is a checkbox option to add all existing case events to the Firm User's calendar.

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Once selected, it may take a few minutes for the contact to be linked to all active cases.

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