How to end or reopen a Matter?

  • In the menu « Clients / Matters > Matters »
  • Select the case to finish / reopen with the box on the far left
  • Click at the bottom of the table on "Finish" or "Open"
  • Once all the desired operations have been prepared, click on the blue button at the bottom: "Execute all state changes".
Tempolia screenshot showing the matter status change actions
The matter status change actions.
Tempolia screenshot: Linked events help check what remains open before closing or reopening the matter.
Linked events help check what remains open before closing or reopening the matter.