Managing your Matter Archive Details list
Updated Dec 27th, 2023
Who is this guide for?
Case Management Supervisors and System Supervisors
When archiving a matter, users can select an existing Archive Location or Archive Reference, as well as create new ones.
![](https://support.ospreyapproach.com/content/uploads/sites/2/2023/12/image-119.png)
Switching between Locations and References
Using the radio buttons at the top of the screen will allow you to switch between Locations and References.
![](https://support.ospreyapproach.com/content/uploads/sites/2/2023/12/image-121.png)
Adding new Locations and References
To create new Location or Reference, locate the field at the top of the page.
![](https://support.ospreyapproach.com/content/uploads/sites/2/2023/12/image-122.png)
Enter the new Location or Reference, depending on which radio button is selected. Once done, click Save.
![](https://support.ospreyapproach.com/content/uploads/sites/2/2023/12/image-123.png)
Amending and removing Locations and References
If you need to remove any locations or references, you can via the Supervisor Area.
Go to Supervisor > System Setup > Matter Archive Details. A list of current locations may be visible.
If a location is edited, existing matters archived to this location are not automatically updated and retain their original location.
![](https://support.ospreyapproach.com/content/uploads/sites/2/2023/12/image-120.png)
Right-click any entry to Edit or Delete. This may be necessary if there are any spelling mistakes, or invalid entries.