Matters can be archived or closed when you think you are finished with a case in much the same way you would place a closed file in your office file cabinet or permanent storage area and hope to never have to use the file again. The Matter can always be accessed once it has been closed. To archive or close a Matter:

  • Switch to the Matters app using the app switcher links
  • Select the checkbox for a Matter record from the record list
  • Click the Edit button in the Matters toolbar
  • Click the Closed button in the Edit Matter form and select a date from the date menu
  • Click the Save Changes button to save the record