To add all open items to a Disposition, select the “Dispose” tab from the main menu, then select “Create Disposition.”
Record the dispose date and dispose type, then save. The other fields here are optional. Select “Create Disposition” again.
Search for and select the disposition contact.
At the bottom of the pending disposition, leave the search box under “Items” blank, then select the “Search” button.
Once you’re brought to the search page, leave all of the filters blank, then select “Search” again.
All open items will be returned in the search. Check the small box just to the left of the item number field.
Selecting “OK” on the pop-up will select all open items to the pending disposition.
Scroll down, then select “Include Selected Items,” they will be added to the Disposition.
At this point, all required fields have been recorded. Scroll all the way down to the very bottom of the pending disposition, then select “Dispose Items(s)” to log them out of your bound book.
