Objectives:
- Disable Archived Matters
Steps:
Archived matters can be automatically locked, ensuring that users cannot make any changes.
You can enable or disable this functionality via system settings. Follow these steps:
- Navigate to Settings and open the Setup & Configuration.
- Go to the Default Values tab.
- Search for or scroll to find the option "Disable Archived Matters."
- Set the option to Yes to enable the locking feature.
Once enabled, all archived matters will be locked, meaning no further edits can be made, including:
- Adding notes
- Editing details
- Uploading or deleting files
- Changing workflow statuses
- Adding time entries, expenses etc...
Archived matters shared through the Client Portal will remain visible to clients.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
Thank you!
This page has no comments.