Archive an Individual Client File

Archiving a client file removes it from the central list of clients and moves it to the archived section of the database.

To archive an individual client file:

1.  Open the client file and use the Next button to go to the Basic Information section of the file.

2.  Scroll down to the Archive section of the page and select the Client File Is Archived checkbox.

3.  Save and close the record.

Tip:  even though the file is archived, data from the file will be captured on reports.

Continue to Identify and Archive Inactive Client Files

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