Matter - Bulk Archive

Owned by Karen McDonald
Last updated: Aug 20, 2024 by Queenie Flores
2 min read

Bulk Actions are higher level functions and if you cannot see these on your screen, you may need to contact your Power User to provide you additional permissions.

To complete a bulk action, Navigate to the Matters tab by clicking on the Gold matters folder from the navigation bar.

You will need to change the status to Closed to find records that are available to be archived (only closed matters)

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Once you have your results listed, you can begin the process of the bulk archive.

Down the left hand side of the screen, there are checkboxes.

 

  1. Tick the checkboxes that you would like to bulk archive.

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  2. After selecting the records are ticked, scroll down to the bottom of the screen and click on the Bulk Actions Dropdown

    1. Choose the 'Archive' button



  3. This will take you to a Bulk Archive page asking you to confirm the Ardhive and where they are filed.

     

  4. After checking, you can click on the 'Archive Matters' button to finalise closing multiple matters.

If there are issues with archiving the relevant chosen matters, you will have a page come up with the information about why they can't be archived.

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