DESCRIPTION

This article is written with step-by-step Instructions to Archive a Matter.

NOTE: Please ask an Open Practice Admin user or check if you have access to the instructed programs.

STEPS TO FOLLOW

1. Go to Open Practice search bar (top find 🔍 icon)

2. Find Archive a Matter (MARCHIVE) program (use search bar)

3. Choose the Matter Number (use search icon)

4. Click on Begin Archive button

5. Click on Finalise Archive button

6. Complete all necessary steps

7. Automatically Put Away Number assigned

🚩 Things to Consider (Prior to Archive)

1. You must print Matter Audit Trail Report
2. You will need to print Matter Transaction Report
3. It is recommended to print Trust Statement Report 
4. It is compulsory to print Trust Cash Book Report  (Audit Option) and Trust Journal Report (Audit Option)

*** Above instruction applied in Open Practice (OP) Version 8.6.0 ***

Please contact Open Practice Support Team, if above instruction does not resolve the issue:
Phone: 1300 366 002
Email:  opsupport@dyedurham.com