Once a matter is finalised, you can mark it as Closed in Smokeball and enter the archive details.
There are a few ways to do this:
- From the open matter
- Matter list
- Matter tags
From the open Matter
Click to Open Matter Info
Use the Status dropdown menu to change the status to Closed
Locate the matter on the Smokeball Home screen matter list then right-click and select change status.
Open the matter then click on the + icon located in the header below the matter description. Change matter status via dropdown menu to Closed
However you close the matter, once it is closed, you will see the archive section in the Matter Info window
Check the Archived box, enter details as required.
Note: The Archived date will default to current date and the Destroy date will default to current date + 7 years. These can be changed.