Neodeluxe Advanced Task Management - Bulk Resolution: Overview

  • Updated

Who can use this feature?

Neodeluxe users with an ATM Admin or ATM Manager role.
For more information about roles please visit:
Advanced Task Management Roles and Permissions

Overview

Through the Bulk Resolution tab, users can access the Bulk Resolution page, where they can filter the tasks from a specific Filevine report and resolve them in bulk. Standardized comments and resolution metadata can be used as well. 

Bulk Resolution Interface

The Bulk Resolution tab contains the following element:

Element Description
  1. Report Filter
Click this button to open the Report Filter pop-up, allowing the user to select a Queue, enter a valid Filevine Report ID (with associated tasks to resolve in bulk), and apply the filter.

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Advanced Task Management, please contact our Product Support Team:

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.