Before moving forward, these are required steps before mass sharing and unsharing matters:

  1. Enterprise permissions must be enabled. To enable enterprise permissions please click here as the global admin
  2. The user must be a Central Docketing user (shared on all matters)

To manage matters centrally:

1. Log into as the Central Docketing user

2. On the Left hand side click on Matter > Manage Matters

3. Towards the top of the screen select the drop down of the person who you would like to see all matters that they are shared with.

4. Once selected make sure the checkmark box next to all is selected and then hit the blue share with button.

5. Select the person that you would like share all matters with.

6. Once completed all matters will now be share with this person.