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
XX have to update above picture when the To Do has been completed
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
