Move searches between Matters

Searches that have been ordered in the wrong matter can be moved to the correct matter.

1.    Right click on the search in the document list.

2.    Select Move to and then Another matter.

Update the Disbursement entry from Time & Disbursements by:

1.    Double-clicking on the relevant search to open.

2.    Click X to the right of the Matter box to remove the current matter.

3.    Type into the Matter box the correct details and select from the dropdown options.

4.    Select Save.