Changing Clients or Matters in NetDocuments

This Matter got entered in correctly in NetDocuments.  The Matter Key should be 5-1207 and not 1207.

In NetDocuments you can NEVER change a Matter Key once its been entered.

To fix this issue, you will first need to create the correct Matter.

Step 1: Create the Correct Matter

Step 2:  In Advanced Search, do a Search for the In Correct Client and Matter Number

Step 3:  Go to Search Results –>  Edit Profiles

Step 4: Fill in the Correct Client and Matter ID

Step 5: Go to the Correct Workspace

Step 6: Go to the Incorrect Workspace

Step 7: If there are any custom Yellow Folders, Move them to the correct Workspace

Choose Move and Choose the Correct Workspace

Step 8: Delete the Bad Workspace

Step 9: Go Back to NetDocuments Admin and Delete the Bad Matter