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Convert the Type of a Matter
Convert the Type of a Matter

How to change the type of a matter?

Collaboratrice Virtuelle avatar
Written by Collaboratrice Virtuelle
Updated over a year ago

Step 1: Go to the matter whose type you want to change.

Step 2: Click on the "Change matter type" icon located at the top right of your matter's record.

Step 3: Select the new type of your folder.


Please note that only the matter types that are compatible with your current matter type will be presented. For example, it is not possible to convert a Company Book to a General Billing matter.

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