Our D&D Product & Development team has discussed and reviewed the requested task.
At this point in time, it is not feasible to Bulk Import File data into Open Practice (OP) software.
NOTE: All files must be created manually in Open Practice.
WORKAROUND
To add Multiple Matters under the same Client please follow below:
1. Go to Open Practice search bar (top find 🔍 icon)
2. Find Matter Maintenance (MAMTENT) program
3. Find an exiting Matter Number (required Client)
4. Use Ctrl + C (on keyboard)
5. Copy Matter pop up box appears
6. Type in New Matter Details
7. Click on OK
8. Update the Matter Number
9. Update required fields
10. Click Green Tick ✅️ icon to Save and Clear
*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***
Please contact Open Practice Support Team, if you need further assistance:
Phone: 1300 366 002
Email: opsupport@dyedurham.com