Bulk Update Edit Profiles

PROFESSIONAL SUFFIX

The professional suffix for these people, such as Esq., JD., etc.

• If you do not want to update this field for all selected profiles, leave it as No Update.

• To update this field with the same value for all selected profiles, select Enter Text. Next, type in the professional suffix value you would like to apply to all selected profiles. Any existing professional suffix values for these profiles are over-written with the text entered after clicking SAVE.

• To remove the existing professional suffix values for all selected profiles, select Remove Values. Any existing professional suffix values for these profiles are removed and blank/empty after clicking SAVE.

KEY

If these people have been identified as key.

• If you do not want to update this field for all selected profiles, leave it as No Update.

• Select Yes to toggle the KEY field to yes for all selected profiles.

• Select No to toggle the KEY field to no for all selected profiles.

CUSTODIAN

If these people have been identified as custodians.

• If you do not want to update this field for all selected profiles, leave it as No Update.

• Select Yes to toggle the CUSTODIAN field to yes for all selected profiles.

• Select No to toggle the CUSTODIAN field to no for all selected profiles.

FUNCTION

The function for these people such as In-House Counsel, Outside Counsel, etc.

• If you don't want to update this field for all selected profiles, leave it as No Update.

• To update this field with the same function for all selected profiles, select the function from the drop-down. Any existing functions for these profiles are over-written with the selected function after you press Save.

• To remove the function value from all selected profiles, select  Remove Values from the drop-down. Any existing functions for these profiles are removed and become "not set" after you press Save.

PRIMARY ORGANIZATION

The primary organization these people are associated with.

• If you don't want to update this field for all selected profiles, leave it as No Update.

• To update this field with the same value for all selected profiles, select Enter Text. Next, type in the primary organization value you would like to apply to all selected profiles. Any existing primary organization values for these profiles are over-written with the entered text after you press Save.

• To remove the existing primary organization values for all selected profiles, select Remove Values. Any existing primary organization values for these profiles are removed and become blank/empty after you press Save.