Prevail User Knowledge Base

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This article will cover the instructions of how to archive a matter.

To view an instructional video of these steps, click the link below.

https://share.synthesia.io/52711bdd-6bc3-4155-b603-2eeedfe1dd19

Instructions

  1. Archiving

  • Archiving a Matter sets a closed matter to run in the background of Prevail. Archived matters can be reactivated at any time.

  • To have a Matter Archived, call our Technical Support Team and give the number of years after a matter is closed that you want the matter to be archived. They will connect to your server and take care of the rest.

  • To Open an Archived Matter, search for the matter as you normally would, and double click to open.

  • Prevail will produce a pop-up warning you that you are opening an Archived Matter.

Note: Archived Matters take longer to open.

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