Time Matters has a checkbox that determines whether Archived Records appear a Matter Form's lists of Notes, Documents, Emails, etc. That checkbox is well hidden and can be set individually for each user.

The lists of records on a Matter Form’s tabs can grow long for busy, more complex cases. Archiving older records related to a Matter can simplify your view of more recent records.

Archiving does not threaten to lose your records. Time Matters simply flips a single, hidden value in a record when it is archived. The record remains in the same place in the database. It is backed up with all the other records. Archiving only affects where the record is displayed.

When archiving a Matter, the person doing the archiving can choose whether or not to archive Related Records at the same time. So some archived Matters have their related records archived and other Matters might not.

Each user has the option to show or not show archived related records on the sublists of the Matter records. If one user has the option enabled and another user does not, their views of related records for the same Matter may differ from each other depending on whether some of the Matter's related records are archived.

Each user can show or hide archived records on the Matter Forms’ tabs for Notes, Documents, etc. To change the setting, open any Matter and then:

Click on a tab (Notes or Documents or ...)
In roughly the center of the window, click on the Properties icon located above the sublist of records. The icon is a small form with a hand on its top edge.
Click on the List tab.
Check or uncheck the box: Show Archived Records on List

Now Archive records will show on the sublists of Matters.

Questions? Send me an email… or call 952.922.1727

Wells H. Anderson, J.D., CIC, CEO - Active Practice LLC