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  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.