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I accidentally opened the matter incorrectly and I need to change the type!

In Prolegis, you can change the matter type after a matter has been opened.

From time to time the nature of the matter turns out different than expected - what you thought was going to be a purchase ends up being a refinance.  You can change the nature of the matter with the click of a button.

To update the File Type go to the Contract Action and click the yellow Change File Type button.  Select the type (Purchase, Sale, Refinance) and click Save.