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.
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.
Senior Product Specialist