Matters Not Accessible Under Client
Miles Bohas avatar
Written by Miles Bohas
Updated over a week ago

Unable to access saved Matters and forms under a Client name. When double-clicking on the Client name in this state, getting a prompt, "Please select a matter folder associated with the client <name>," but unable to do so.

Try click the blue refresh arrows on the icon menu bar in Essential Forms in the Client Information tab:

Or, click the F5 key on your keyboard and see if the Matter and saved forms are available again.

If the Matter and saved forms are still missing:

(1) close everyone out of Essential Forms

(2) Try to pack and reindex the databases

(3) see if the matter is accessible.

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