When a matter is finalised and no further work is to be done on it, it should be closed off and then archived. Prior to this, the Finance and Trust situations should be reviewed to ensure there are no outstanding items.
How to view a closed or archived matter
Bulk Matter Changes
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Select the matters icon (gold document folder) from the top menu bar
Search for the matter to be archived
Select actions
Select close
Select 'Close Matter' when the confirmation window appears
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Archived matters can still be viewed, however no transactions can be added or edited relating to this matter.
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The matters tab (gold document folder) from top menu bar
Select advanced search
Tick only the Closed or Archived box under Status
Search
This will show all matters under the relevant chosen status(es).
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