When a matter is no longer in use it should be closed off.
To archive a matter:
- 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.
To view an archived matter, go to:
- The matters tab (gold document folder) from top menu bar
- Select advanced search
- Tick only the Archived box under Status
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