How to Make a Matter Inactive

In order to archive a matter, you can make it inactive. The only criteria to inactivating a matter is that all trust funds must be disbursed. 

To make matter inactive, click matters on the side panel > locate the matter and click EDIT. 

At the bottom left you will see an Active check box. Uncheck this box and then save the matter.

This matter will then be moved to the inactive list.
To view this list, on the right hand side click the search filter icon

Change the status to “Inactive” and the list will appear.

To make a matter active again, simply edit the matter again and check the Active box, then Click Save.
Updated on May 29, 2018

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