Page Comparison

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1. Select the matters icon Image Added (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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1. Image Added

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

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

4. Select Archive 

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1. Image Added

2. 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.  

1. The matters tab Image Added (gold document folder) from top menu bar

2. Select advanced search

3. Tick only the Closed or Archived box under Status

4. Search

This will show all matters under the relevant chosen status(es).

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