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Edit the archive reference for a Matter that has been archived

How do I edit the archive reference for a Matter that has already been archived in the document register?

V
Written by Valeriu Holtea
Updated over 6 months ago

You can change the archive reference by doing the below:

  1. Click the Firm tab on the top panel of the fee earner desktop.

  2. Click Document Register.

  3. Click Search on the top panel, under the Home tab.

  4. Tick Matters and Advanced search.

  5. Once you have found the relevant matter, highlight it and click Move Location on the top panel.

  6. Click on Archive reference from there you should be able to edit the number.

  7. Fill in the Storage Code and Authorised by fields.

  8. Click Move and then Yes.

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