This article explains how to archive a Matter in Unity® PMS Accounts.
Follow along with the video training here:
Archiving a Matter
- Navigate to Utilities > Archive Matters.
- Enter the Matter Code number, then press Tab on your keyboard to pull up the client details.
- If your client can be archived, it will say that we are "OK to archive".
- You can enter the following:
- Close Date
- Destroy Date
- The next three boxes are optional, if you have the following:
- An archive number that you currently use
- A location that you store the files in
- Any box number currently used
- Then, click Archive. If a warning comes up and still wants to continue to archive, click Yes.
If there is an issue or a problem of a client, a note will come up in the Messages box. This means you will need to have a look at the Ledger card and see how you can solve the problem of why you can't archive the matter. |