How to bulk transfer all cases from one adviser to another

If one of your advisers is leaving your company, you have the option to transfer all of their cases to another adviser. This enables you to seamlessly continue working on any client cases without any disruption.

To initiate the bulk transfer process, follow these steps:

1. Go to the Settings section of your platform.
2. Click on the "Bulk Transfer" option.
3. From the list of advisers, select the one from whom you want to transfer the cases.
4. Choose the adviser to whom you want to transfer the cases.

Please note that completed cases will not be transferred as part of the process. This ensures that compliance records remain accurate and up-to-date.