# Matter Status

Updates the status of a matter site (open, close, or archive) and optionally applies an information management policy, by processing rows from an Excel file.

Filename pattern: filename must contain MatterStatus (case-insensitive).
Example: 20240115 MatterStatus close.xlsx

# Columns

Name Required Description
Url / DocLibUrl Conditional Server-relative URL of the matter site. Required when MatterCode is not provided.
MatterCode Conditional Matter code used to resolve the site URL from the matter list. Required when Url is not provided.
ClientCode No Client code used together with MatterCode to identify the matter.
MatterStatus / Status Yes The target matter status. Accepted values: Closed, Open, or any archiving status value configured in the service settings.
Policy / PolicyName No Name of an information management policy to apply to the site before updating the status.

Either Url or MatterCode must be provided. MatterStatus is always required.

# Behavior

  • Status value Closed → calls SPSite.Close() on the site.
  • Status value Open → calls SPSite.Open() on the site.
  • Any other value → passes the raw status string to EnsureArchivedSite().

If a Policy is provided it is applied to the site before the status change.

Last Updated: 4/20/2026, 12:54:05 PM