Feature available for all editions of the software.
Before you begin: Please note that permissions to your access profile may be required to perform the following steps. We invite you to validate your access with your software administrator.
Step 1: Click on the Matters tab of the main menu.
Step 2: Double-click on the matter for which you want to change the type.
Step 3: Click on the "Change matter type" icon located at the top right of your matter's summary.
Step 4: 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 Corporate Book to a General Billing matter.