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The Wizards module provides many timesaving features for Suite users. Document creation is combined with database updates, and complex or tedious tasks can be accomplished with a minimum of effort. Each wizard provides step-by-step instruction for performing the specified task.

Wizard Categories

Categories are a method of grouping wizards based on their function. As new wizards are added to Suite, categories will keep them organized.

Only a user with Reports Administrator or System Administrator access rights can assign a wizard to a category with the exception of Favorites. To add a wizard to your list of favorites, select the item and click image Add to Favorites.

Available Wizards

Copy Matter Wizard – Allows you to create up to 1,000 new matter records at one time using an existing matter as a template. This wizard can be run from the Wizards module or the Matters module.

Global Assign/Reassign/Unassign Wizard – Provide a timesaving method for the global assignment of a player to one or more matters, the global reassignment of matters from one player to new players, and the global unassignment of a player from one or more matters. These potentially complex tasks are accomplished with a minimum of effort.

Timekeeper File ImportAllows you to import a Comma-Separated Values (CSV) file with records for people that are considered timekeepers for invoicing.

Matter Restricted WizardAllows you to give matter permissions to users that don't belong to the matter logical group.

The following topics will help get you started using the Wizards module:

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