Archiving a Matter

While we don't necessarily have an archive feature, there are a couple of ways you can effectively archive a matter.

Setting Matters to Inactive

Inactive matters are typically used to indicate matters that have no tasks to complete soon but which may in the future, or matters that have otherwise temporarily stopped progressing.

There are three ways to move a matter from active to inactive: 

Set a step to change a matter to inactive from within the workflow

1. Go to  Admin > Matter Types > {your matter type} > Workflow > {your step}
   

Manually change a single matter to inactive

1. Select the information icon next to the matter name on your matter overview screen
   
2. Then select "Edit"
   
3. Choose "Inactive" from the Status dropdown
4. Select "Save".

Marking a matter or multiple matters as inactive from a matter list view

1. Check the boxes next to all matters you would like to mark as inactive.
2. After selecting at least one matter you will see a "Change" dropdown appear. Select the "Mark as Inactive" option.
   
3. You will be brought to a screen displaying all the matters you have chosen to mark as inactive. Confirm your choices and select "Submit"
   

Custom Data/List View

Another option would be to create a custom data collection for "Archived Date". You would then set the archive date on the matter and close the matter.

Next, create a custom list view for closed/"archived" matters, and then you'll be able to view this data in a list view.

Related Articles:

• Matters
• Deleting a Matter
• Creating a Matter