Editing Closed Matters

If you enter a closing date for a matter on the General tab, the matter is considered closed. The Closing Info tab appears on the Matter Maintenance window letting you enter more information about the closed matter.

1. Select Matters > Matters or click the Matters toolbar button. The Matters Browse window appears.

2. Highlight the closed matter you want to edit and click Open. The Matter Maintenance window appears.

3. Select the Closing Info tab. (You will only see this tab if you entered a closing date for the matter on the General tab.)
   
   

4. Complete the settings on the tab as follows:

   1. Storage Location: Enter the location where the closed matter file documentation is held.

   2. Box Number: Enter the box number the closed matter documentation is held in.

   3. Who Authorized: Enter the name of the person who authorized the matter closing.

   4. Other Information: Enter other comments.

5. Click Done to save your changes.