Archive or Delete an Agreement

Archive an agreement

Digital signing must not be in progress to archive and delete an agreement. To check the digital signing status, locate the record in the tenancies and select Digital Signing Events from the actions button. If any party is pending, click the Cancel button to stop the digital signing. Alternatively, click the silent cancel button to stop the digital signing without notifying the parties.

As long as digital signing is not in progress, you can move an agreement from the tenancies list into an archive folder by ticking the box next to the agreement in the tenancies list and clicking the “move to archive” button. You can also select multiple entries.

To view archived agreements, click on the toggle in the top left corner of the tenancies list, which will switch between archived agreements and your main tenancies list.

When viewing the archive list, clicking the actions button allows you to move to un-archive, which will put it back in your main tenancies list.

Delete an agreement

To delete an agreement, move it to the archive as detailed above.

View the archive list by clicking the toggle in the top left corner. Then, use the tick box next to each agreement you want to delete and click the "permanently delete" button.

_Please note deleting this way is permanent and cannot be restored._