Child pages
  • How to Manage Archived Matters




Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Objectives

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. 

Image Removed

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.

Image Added

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

Image Added

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

Image Added

Note

You can select multiple matters/cases to be archived or unarchived, simply via the Tools button

Image Added

For more information about LEXZURFor more information about App4Legal, kindly reach out to us at help@app4legalhelp@lexzur.com.

Thank you!