Archive an Already Closed Transaction

If you have a closed file that you want to get out of the way, moving it into the Archives is a piece of cake. Keep reading to learn how to archive a file that's already been closed.

 

VISUAL GUIDE

 

  

STEP-BY-STEP GUIDE

There are two ways to archive a closed Transaction file in SkySlope:

• From within the file (fastest!) ⚡️
• From the Manage Transactions page

 

Archive a Transaction from with a Transaction

1. Use the search bar to navigate to the Transaction file. 
2. Click on Transaction Actions in the upper right.
3. Select Archive Transaction.
4. In the pop-up window, enter a note (optional) and then click Archive Transaction to confirm.

 

Archive a Transaction from the Manage Transactions Page

1. From the SkySlope home page, click on Manage Transactions. 
2. Use the search bar on the Manage Transactions page to single out the file. 
3. On the right side of the page, click the Actions icon to open the list of available actions. 
4. Select Archive Transaction.
5. In the pop-up window, enter a note (optional) and then click Archive Transaction to confirm.

 

What's the benefit of archiving a closed file? It's an easy way to keep closed and pending files separated, and only in the Archives can all of a file's documents be downloaded in one click! Take a look at this guide to learn how to download files from the Archives.