Archiving a Case

Archiving cases in TrialKit is a simple operation. If you have completed work on your case and do not plan to have the need to work on it or have access to the discovery data or work product for an extended period of time, you can archive the case if you are a Case Owner. Archiving the case means moving the case, discovery data, and all work product into an archived rather than an active state. No further work can be done in this case until it is de-archived and restored to your firm environment on TrialKit. The article below details how to archive a case as a Case Owner.

NOTE: be sure when archiving a case that you will not need to access it for at least two or more weeks. The process of de-archiving and restoring a case and all of its data to an active state requires that the request be made with the TrialKit team at least two weeks prior to the date needed. 

Confirm if you are a Case Owner

Only a Case Owner can archive a case. To confirm if you are a Case Owner:

1. Open the case in My Cases
2. Look in the Case Teammates section for your email and name

3. Your Role will be listed in the far right column

   

4. If you are not listed as an Owner of the case, you must contact aCase Owner to request that your permission be changed or request that they archive the case following the steps below. 

Archiving the Case

1. If you are a Case Owner, In the General Information section on the main case page you will see an option to Archive in the upper right.

   

    

2. Select this button
3. A pop-up menu will appear asking you to confirm that you wish to archive the case

4. Archiving is effective immediately and you will not be able to work in the case after you select this option so be sure you wish to move forward
5. Select Archive and your case will be Archived 

Viewing Your Archived Cases

To see a list of the cases you have archived:

1. From the main TrialKit Menu, menu Navigate to Case Admin
2. This will show a list of all active cases
3. Select Show Archived to the right of the search bar to reveal the archived cases along with the active cases