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  • How to Manage Archived Matters




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Objectives

Steps

Anchor
archive
archive

Archive Matters:

Open the Corporate Matters/Litigation Case Grid, click on the actions wheel next to the matter you want to archive, and click on Archive.

Anchor
unarchive
unarchive

Unarchive Matters:

Archived matters will be no longer visible from the list of matters, therefore to access the list of unarchived matters you need to search for it:

Open Advanced→ Set Archived Status to Yes→ Submit

Similarly, from the archived matter list, click Unarchive right next to the matter you wish to unarchive.

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