Unarchiving Matters


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


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.