Marking a Matter Active or Inactive

This tutorial guides you through the process of marking a matter as active or inactive.

Step 1: Navigate to the 'Matters' option on the blue navigation bar.

Step 2: Click on 'Advanced Search'

Step 3: Create a query to locate the specific matter and click 'Search' to show results

We recommend using "Matter Name.
Don't forget to select "Inactive" in the "Include records where Active Status is" section if the Matter in question is inactive.

Step 4: Select the checkbox next to the matter's name

Step 5: Click on 'Actions', then choose 'Set Active' or 'Set Inactive'