Skip to content
Custodio Legal

The archive

Custodio Legal

Video tutorials in Spanish

These walkthroughs show the complete flow in the Spanish interface.

Everything that’s already done: the matters you closed while working here, and the paper files you migrated from somewhere else.

Before you start

  • Nothing in particular: you just need to be signed in to your practice.

Step by step

  1. Tap Archive in the sidebar.

  2. Pick the tab you want to see: Closed — the matters you worked here and already closed — or Imported — the history you brought over from elsewhere.

    The archive screen, with the Closed and Imported tabs and the matter list

  3. Search by title, matter number, or filing number with the search box.

  4. Click any row to open the full matter.

  5. If you still have a paper case to add, use Add a paper case from the Imported tab — it takes you to adding a historical case.

Adding a paper file

  1. From Imported, open Add a paper case. Enter its original filing date, description and responsible lawyer.
  2. Enter the party’s name and role. The form proposes CLIENT for the client; email and phone are optional.
  3. If available, add a title, original file number, branch, subtype and migration notes. A note records provenance; it does not replace evidence.
  4. Submit the form. The matter is created as judicial and closed, without using an open-matter slot. This form does not upload documents by itself.
  5. Return to the Archive, select Imported, search for the title and open the result to verify it. Switching tabs clears the previous search.

Current scope: historical creation reads settings catalogues reserved to the owner. This walkthrough targets that role; if a lawyer cannot see the choices, ask the owner to enter the record. Reading the Archive and creating a historical matter are not the same permission.

How you know it worked

You see the list with the total matters in that tab, and you can open any of them to reach its full matter.

If something goes wrong

What you see What happened What to do
“Nothing archived” You haven’t closed any matter in this tab yet Close a matter from its file once it’s done
“No historical cases yet” You haven’t migrated any paper file yet Add one with Add a paper case
“No archived matter matches what you searched” Your search found nothing in that tab Try fewer words, or clear the search