Archiving & Downloading a Contract

The purpose of this article is to explain how to archive a Contract once it comes to an end, and how to download all of the contractual PDFs and attachments.

In order to archive a Contract, open the Contract and scroll down to the bottom of the Basic Details tab and select the Archive button:

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Followed by Confirm:

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The status will now display as Archived, and the button will change to Reinstate, should you wish to reinstate the Contract:

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In order to download all of the communications from the Contract, navigate to the Downloads tab and select Create Zip Archive:

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A pop-up will be presented where you can choose whether to include attachments in the download and then use the date-picker to select a time-frame. Once done, select CreateNote that if you do not select a date, the zip archive will include all communications (and attachments) communicated in the contract, from start to present. 

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The system will then generate the zip archive (this may take a few minutes depending on the volume of data) and once complete, the Download button can be selected to start the download:

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