Matter Archiving

When a matter is no longer active, it is possible to archive it. Only closed matters can be archived, if the matter is non-closed, an error will be triggered.

Matter Archiving

Setup No. Series for Matter Archiving

Complete the No. Series for Matter Archiving on Project Setup.

• Choose the 🔎 icon, enter Project Setup and open the page.
• In Number Series fasttab, create and select a no. series for the field Matter Archiving Nos..

Matter Archivist

For a user to be able to archive a matter, he has to be a Matter Archivist. Only users with Matter Archivist set, can archive matters.

• Choose the 🔎 icon, enter Resources and open the list.
• Open the Resource Card for the user needed to be assigned as a matter archivist.
• Under General fasttab set Matter Archivist to true.

Archiving Matters

After a matter has been completed, it can be archived.

• On the Project List go to Actions -> Archive Matter.
• Select Yes to archive the matter. If not confirmed, the action is aborted.
• A new window will open that will require to fill information for the archiving process such as Archive Date, Archive No. and Archive Notes.
• When the matter is archived, information related to the archiving details will be shown under the Archiving fasttab on Project Card.

De-Archive Matters

It is possible to de-archive an archived matter. Only a Mater Archivist is able to de-archive a matter.

• On the Project List go to Actions -> De-Archive Matter.
• Select Yes to de-archive the matter. If not confirmed, the action is aborted.
• Some of the information under Archiving fasttab is cleared from this process.