Printing a List of All Active Matters
This tutorial will walk you through the steps to print a list of all active matters in TrustBooks.
1. Start on the Dashboard Page, select Matters.
2. On the Matters drop-down menu, click the View Matter List.3. Select the Print All Matters list from the drop down and select Run Reports
Note: To print specific matter ledgers select Print Selected Matter Ledgers. Check the box next to the matters that you wish to print.
4. 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.