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1. Select the matters icon (gold document folder) from the top menu bar

2. Search for the matter to be closed

3. Select actions 

4. Select close 

5. Select 'Close Matter' when the confirmation window appears
   

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To archive a matter, it must first be closed.

1. Select the matters icon (gold document folder) from the top menu bar

2. Search for the matter to be archived

3. Select actions 

4. Select close 

5. Select 'Close Matter' when the confirmation window appears

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1. (you may need to use the advanced search to select the closed status option)

2. Find the matter that you are wanting to archive and select the Actions drop down on the far right

3. Select Archive 

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4. When the confirmation window appears, fill in the File Location and other details and then select the Archive matter button.

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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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