Retrieve an Archived Client File

To retrieve an archived client file:

1.  Go to the Menu at the top of the page and go to the Clients and Contacts section.  Expand the Archived section and select All Clients.  This will bring you to the list of archived client files.

2.  Select the client file from the list OR use the search field at the top of the page to search for the client file and then select it from the list.

Tip:  if the client file was archived from your My Clients list, you can go to the Archived section of the menu and select My Clients to retrieve the file.