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Can I export a list of my matters out of Prolegis?

Can I export a list of my matters out of Prolegis?

  1. To create an export of transactions, go to Real Estate > Matters > All.
  2. The search results screen has been broadened and new column headings have been added. There is now a lawyer column, a conveyancer column and a requisition date column (Ontario only).
  3. To add filters to the search the user clicks +Filters.

  1. Only relevant jurisdictions are displayed. If the firm is only operating in one jurisdiction, these jurisdiction options are not displayed.
  2. The ability to filter by requisition date period has been added.

Once a filter has been applied, the user can click on the Export button. An .xlsx file will be exported with the filtered information.