Archive a contract

Archiving contracts is a way to save older projects in your database but remove them from views, lists and drop down menus. This allows you to keep active or recently active projects in your views while still maintaining historical data. After you archive a contract, you can also remove it from the archives. Before archiving contracts, please note the unique id for each contract you wish to archive. The unique id is found on the contract listing dashboard, as well as the Contract Details page.

To archive a contract:

1. Go to Admin>> Records.

2. Select ‘Core’ under Zone, then ‘Archive’ under Table.

3. You will see a list of contracts already archived; click on the ‘Add’ button

4. Select ’oneoffice/contract' model and enter the Record ID, then click on ‘Save’. As a reminder, the Record ID is the unique id for that contract. It can be found in the URL line where ‘Contract=#’

5. If you wish to archive multiple, you can click on ‘Save and Add Another’ to stay on the same page and continue to add contracts