Objectives
- Archive matters
Environment
- Matters Module
Procedure
In App4Legal, you can archive corporate matters or litigation cases.
You can do this from the Corporate Matters Module or the Litigation Cases Module.
From the actions wheel near to the matter or case, click on Archive.
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 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.
Note |
---|
You can select multiple matters/cases to be archived or unarchived, simply via the Tools button |
For more information about LEXZURFor more information about App4Legal, kindly reach out to us at help@app4legalhelp@lexzur.com.
Thank you!