Unarchiving Matters


This tutorial will walk you through the steps to Unarchive Clients from your View Clients & Matters list view in TrustBooks.


  1. From the Navigation Pane, select CLIENTS & MATTERS, and View Clients and Matters List:

  1. Your View Clients and Matters List is now displayed. 

  1. Click the Show Archived Clients button:

  1. Click Unarchive next to the client you wish to restore.

  1. A pop-up window is displayed. Click OK to confirm that you want to unarchive this matter.

A confirmation window is displayed that your Client has successfully been unarchived.