How Do I Archive a Client Company?

There may be times where you no longer wish to see a client company in your search results, but need to maintain that company's record for reporting purposes. With Discovery, you can archive client companies to meet this requirement.

Please note that before a Client Company can be archived, all locations associated with that company must be deleted or archived. Please see the following links for more information about deleting and archiving locations.

• How Do I Delete a Location?
• How Do I Archive a Location?

Once your Client Company is ready to be archived, please take the following steps.

1. From the Companies index, search for the client company you wish to archive.
2. Click on the Client Company name.

3. On the resulting screen, click on Archive in the top right corner.

You may wish to unarchive a Client Company in the future. You can follow these steps to do so.

1. From the Client Companies index, search for the company you wish to archive. You will need to adjust the search filters to show archived Client Companies.
2. Click on the Client Company name.

3. On the resulting screen, click on Unarchive in the top right corner.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.