Unarchiving Matters
Overview
This tutorial will walk you through the steps to Unarchive Clients from your View Clients & Matters list view in TrustBooks.
Steps
1. Start on the Dashboard Page, select CLIENTS & MATTERS, and View Clients and Matters List:
2.Your View Clients and Matters List is now displayed.
3. Click the Show Archived Clients button:
4. Click Unarchive next to the client you wish to restore.
A pop-up window is displayed.
5. Click OK to confirm that you want to unarchive this matter.
A confirmation window is displayed that your Client has successfully been unarchived.