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KLERQ Knowledge Base

Archive a matter

Overview

Section titled “Overview”

Archiving a matter removes it from the working list without losing it. Its work highlights stay available to submissions that already cite them.

Archive matters that were opened in error or duplicated. A concluded matter should be marked completed rather than archived — completed matters are your track record, and directories ask for them.

Steps

Section titled “Steps”
  1. In the left menu bar, click matters under the Database heading.

Step 1

  1. Click the record you want to work with to open its panel.

Step 2

  1. Click the ⋮ menu and choose Archive, under Danger zone.

Step 3

Step 3

  1. Confirm. The matter disappears from the default list and can be found again on the Archived tab.

Step 4

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