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Changing branch

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Written by Huzayfah Patel

To change a branch on a matter:

  1. Ensure the matters case file is not open in a tab across the top of your screen, if it is then close it, by pressing X on the tab.

  2. From the DPS Home Screen, select File.

  3. Click Matters.

  4. Enter Matter Ref, then click Search.

  5. Double-click on the matter

  6. You will now be in the matter set up screen, where you can change the branch from Branch Drop-Down and then click Save.

If you receive an error after this, a database change will need to be made. In this instance please ask a question in the MyAccess Portal Digital Assistant and ask to "Speak to a human" to be put through directly to our support team.

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