How to Archive and Delete a Client

*You need to be ADMIN or OWNER to Archive, Unarchive and Delete clients. 

Archive a Client

You can archive clients and they will be removed from your main client view. This way you can keep your main client view neat and clean.  

You archive a client by clicking on the "Archive this client" button in the "Actions" row of the client screen.

You can also unarchive them. To Unarchive a client, check the "Show Archived Clients" box, then click the "Unarchive this client" under the "Action" row.

Archive Client/Unarchive Client Process

Delete a Client

If you wish to permanently delete a Client and ALL Binders under that Client, you need to first Archive the Client.  Then in the Client Detail Panel, click the trash can icon.

A DELETED CLIENT AND BINDERS CANNOT BE RESTORED

You will be asked once more to confirm.