Archiving a Matter

In this article:

• Using Steps in the Workflow To Change the Status
• Changing a Single Matter to Inactive Status
• Marking a Matter or Multiple Matters As Inactive from a Matter List View
• Using Custom Data/List View

Actionstep Practice Management does not necessarily allow you to archive a matter; however, there are a few different ways you can remove a matter from your active matters list. Matters marked as inactive typically represent matters that have no current tasks (but there may still be future tasks). They also represent matters that have stopped progressing.

This article covers four ways you can set a matter to inactive status. 

Using Steps in the Workflow To Change the Status

An admin can change the workflow for a matter to automatically trigger the status to "Inactive." 

To do this:

1. In Practice Management, go to Admin > Matter Types. The Matter Types page appears.
2. Click Settings for the matter type you want adjust.
3. Click Manage for the Workflow section. The Workflow page appears.
4. In the Steps list on the right side of the page, edit the step where you want to set the status to Inactive. The Edit Workflow Step page appears.
5. In the Matter data section, click the Matter status drop-down list and choose Inactive. 
6. Click Save to save your changes. 

Now, when the user completes this step, the status will be changed to inactive. 

Changing a Single Matter to Inactive Status

Sometimes you need to archive just a single matter. 

To do this:

1. In Practice Management, view the matter you want to "archive." (See Editing a Matter for help.)
2. Click the information icon next to the matter name.
   A popup window appears.
3. Click Edit. The Edit Matter Properties window appears.
4. Click the Status drop-down list and choose Inactive.
5. Click Save to save your changes.

Marking a Matter or Multiple Matters As Inactive from a Matter List View

In some situations you may need to archive multiple matters at once. 

To do this:

1. In Practice Management, click Matters in the main menu and choose the list of matters you want to view.
2. Select the checkbox for each matter you want to "archive." 
3. Click the Change drop-down list and choose Mark as Inactive.
   The Update Matters To: Inactive page appears.
4. Confirm your choices and click Submit.

Using Custom Data/List View

You can also create a custom data collection for "Archived Date" and then set the archive date on the matter and close the matter. Next, create a custom list view for closed/"archived" matters, and then you'll be able to view this data in a list view.

Related Articles:

• About Matters
• Deleting a Matter
• Creating a Matter