Any way to archive inactive client folders?

January 30, 2017 no comments

Any way to archive inactive client folders?

0
lsdrake

I would love to have a feature where the document folders for inactive matters are moved to a separate directory. Basically, I’d like the Cosmolex directory to hold active files and when I switch to inactive status, the folder move to an Cosmolex-Closed. Or a way to archive manually. I imagine this would disconnect the shared files in the client portal, but I don’t need that active for 8-year-old file folders.

JD Robinson edited question

    Best answer

    0
    JD Robinson

    Hi Lindsay –

    There is a way to do this. Below is an article going over the steps to make a file inactive.

    Let us know if you need further assistance.

    https://support.cosmolex.com/knowledge-base/how-to-make-a-matter-inactive/

    Thanks!

    JD Robinson

    Senior Product Specialist

    JD Robinson selected as best answer
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