Reopening a Closed Matter
note
Required role:
Only a company matter administrator or company system administrator can reopen a matter.- SelectMatters>Matter listin the left navigation.
- From the Matter List, selectAll Closed Matters I Can Accessfrom the drop-down menu.
- Click the name of the relevant matter to open the matter profile.
- On the toolbar, clickReopen.
note
Matter closing information is preserved.When you reopen a matter, the data that was saved in the Close Matter form is preserved so that when the matter is closed again, the fields are already completed. The only data that is discarded (and must be entered again) is the resolution date. For more information about these fields, see The Close Matter form.
Alerts and messages for a reopened matter
Alerts are displayed again when a matter is reopened, but email messages are not re-sent.
Company and law firm
New matter email messages are not sent to matter participants.
If status reports were previously required, they are displayed as overdue, based on the standard schedule of 30 days for monthly reports and 90 days for quarterly reports. This forces an update on the status of a reopened matter.
Company only
Any pending budget requirements (budget due or budget approval) display an alert.
Any document requests for review display an alert.
Firm only
Any incomplete required matter profile fields display an alert.
Any pending budget requirements (budget due or acknowledgment due) display an alert.