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Archiving/Closing a matter

Can I delete a matter? How can I archive a matter?

V
Written by Valeriu Holtea
Updated over 6 months ago

The matter can be archived from a few different places in the Accounts Desktop these are below:

  • Close Matter option this is under the Admin tab.

  • In Matter Maintenance there is an option to Close Matter this is also under the Admin tab, the Close matter option is at the bottom of the screen when the matter opens.

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