Learn to archive or unarchive completed Real Estate transactions.
🎯Primary Audience: Title Agents & Lenders
Transactions can be archived individually or in bulk. Bulk transactions are limited to 50 transactions at a time.
Steps to Archive
- From Send & Manage > Transactions, select Complete from the Statuses dropdown.
- Check the box(es) to select one or more transactions.
- Click Archive from the gray box that appears above the list of transactions.
Note: If you have not selected transactions with a status of Complete the Archive option will be greyed out.
Steps to Unarchive
- Navigate to the Archived folder
- Check the box(es) to select one or more transactions.
- Click Unarchive from the gray box that appears above the list of transactions.
Note: You can unarchive transactions moments after you archived them, click the Undo link in the toast which appears for a few seconds after the action is taken.
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