Archiving Matters

Overview

This tutorial will walk you through the steps to archive matters from your matter list view in TrustBooks.

Steps

1. Start on the Dashboard Page, select Matters.

2. On the Matters drop-down menu, click the View Matter List.

All active matters are displayed in Matter List page.

3. Click the Archive link for the matter you wish to archive.

A pop up warning window is displayed.

4. Click OK to confirm archiving the matter.

Note: You can only archive matters with a zero balance. If you try to archive a matter with a balance you will get an error.