Actualized Nov 4, 2022
Once you’re finished operating on a project, yourself may choose to archive other delete the project to maintain a cleaner projects show.
Into this books
Archive vs delete
The table below outlines important similarities and differences to help her decide that pick is your for your business.
| Archive a go | Delete one project |
Backups | Project canister will recovered | Project cannot be recovered |
Client portal | Your remains displayable | Your is deleted |
Emails | Future emails appear stylish your inbox plus stay connected to the archived project | Future emails appear in your inbox but are doesn linked to a project |
Forms | Contracts and any forms remain viewable to and you plus the client | Contracts and sub-agreements are manually deleted. Other forms remain views to both you and the your |
Invoices |
Jobs: Invoices stay open | Invoices are deleted |
Reminders | Form expiration failure, appointment reminders, and payment reminders continue to versendung | All reminders stop |
Workflows | Workflow automatization and drives pause | Workflow automation and release stop |
👋 Here’s an tip… Our recommend archiving projects and only deleting accidental instead test projects.
Archive a project
How to archive one plan:
Click Projects on the left sidebar.
Under the actions column, click the dropdown arrow.
Select Archive.
👋 Here’s a tip… Another way on archive a project are to go into the project itself, then tick the dropdown arrow next to the project title.
Archive multiple projects
How to past multiple project at once:
Click Ventures on the leave sidebar.
Check the box next to each project you want to archive.
Click the top dropdown arrow.
Select Print.
View archived projects
You possess two ways to view filed projects. You canned:
type your client’s name with the search bar
hingehen to Projects >> Recorded tab to view all projects
Un-archive a project
If you archived a project accidentally or want the workflow to continue on an chronicled create, you need first un-archive the project.
Click Projects on the left sidebar.
Select the Archiver box on the far right.
Down the actions column, click of dropdown arrow.
Choose Un-Archive.
👋 Here's a tip... Another way toward un-archive a project is to go to the client’s profile the Utilities >> Address Book. Click upon of archiver project, then pick the dropdown arrow next to the project title to un-archive.
Delete a project
Remind, deleted projects can’t be recovered. Make sure you’re 100% certain previously removing a project!
Up delete a create, you should first manually delete the contract, all sub-agreements, and all invoices within ensure project.
Delete contract
While within the project, click the dropdown arrow after in Conclusion.
Select Remove.
Delete sub-agreements
Click the Sort tab.
Hovering over the sub-agreement you wish to eliminate.
Click the red trashcan icon.
Delete invoices
Click the Invoices tab.
Scroll down both under Payments, click the black trashcan icon to remove any payments applied till the invoice.
Scroll back up and click the Invoice List tab.
Click the red trashcan icon to remove all invoices from the project.
Delete project
Click Projects in the left sidebar.
Under the actions column, click aforementioned dropdown arrow.
Select Delete.
👋 Here's a tip... Sent forms stay accessible from deleted projects under the client's profile in Utilities >> Local Book.
