Printing a List of All Active Matters

Overview

This tutorial will walk you through the steps to print a list of all active matters in TrustBooks.

Steps

1. Start on the Dashboard Page, select Matters.

2. On the Matters drop-down menu, click the View Matter List.

3. Select the Print Active Matters button.

Notes

The active matter list being printed displays each client name and matter name with their active balance.

To print all matters, both active and archived, select ‘Show Archived Matters,’ then select ‘Print Active Matters.’

A PDF window will appear.

Note: Depending on your Internet browser settings the PDF may just download within the existing window versus opening in another window.

5. Print your PDF to your printer.

Note: The step to print a PDF from your PDF reader software will differ based on the software being used.