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Archiving Matters

With Docketwise, you can utilize the Archive feature to help keep track of your most relevant matters.

Updated over 6 months ago

Did you know that with Docketwise you can utilize the Archive feature to help keep track of your most relevant matters? It's Easy!

First, you'll want to navigate over to the Matters dashboard within Docketwise. Here, you can also utilize the search feature within the Matters dashboard if you need help finding the right matter.

Archiving a matter or multiple matters:

  1. For all of the matters you would like to archive, simply check the box to the left of each matter you would like to archive.

  2. After selecting all of the matters that you would like to archive, simply click the "Bulk Actions" button

  3. From these options, select the "Archive the Matter(s)" option.

  4. Once selected, your matter(s) will be archived.

  5. To view archived matters, simply click the "Status Active" button and click on the "Archived" option.


Un-archiving a matter or multiple matters:

  1. First, you'll want to navigate to the archived matters through. You can get to archived matters by accessing the Matters dashboard and simply clicking the "Status Active ▼" button and clicking on the "Archived" option.

  2. For all of the matters you would like to un-archive, simply check the box to the left of each matter you would like to un-archive.

  3. After selecting all of the matters that you would like to un-archive, simply click the "Bulk Actions" button.

  4. From these options, select the "Unarchive the Matter(s)" option.

  5. Once selected, your matter(s) will be set to active.

  6. To view active matters again, simply click the "Status Archived ▼" button and click on the "Active" option.

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