| Value | Description |
|---|
| Download Client ID List Template | Click this link to open a template file. |
| +Upload | Browse to the file you want to upload. |
| Show All | You can select options with this drop-down list to restrict the items being viewed, such as: Client ID, Client Name, Matter ID, Matter Name |
| Navigation buttons | Clieck the First, Previous, Next, or Last buttons, as desired, to move through the list. |
| Client ID table | Provides Client ID, Client Name, Matter ID, Matter Name, and an option to change the Client ID from being Required to optional. |