Information

With this function, you can close a file or case.

Information: If you do not see the Close button, you can submit a change request via Public Sector > Request change.

Method

1. Select the file or case you want to close.

You can close multiple files or cases at the same time.

In the filing plan, select the group the files are assigned to. On the Contents tab, press and hold the CTRL or SHIFT keys while selecting files with the mouse.

2. On the Public Sector tab, click Close.

Result

Closed files/cases cannot be edited. However, they are still visible in the filing plan.

Outlook

A closed file or case can be re-opened using the Public Sector > Open function.

A closed file or case can be deleted using the Public Sector > Delete.