Unarchiving a Trust Account

Overview

This Tutorial will walk through the steps to archive a trust account.

Steps

1. Start on the Dashboard Page and select MISCELLANEOUS

2. select Manage Firm Settings and then Manage Trust Accounts

3. Under the Trust Accounts section, select the Show archived trust accounts button.

4. The archived trust accounts will now display, then click Unarchive button beside the trust account you want to unarchive.

5. Then click Ok.