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:
Archive a Transaction from with a Transaction
- Use the search bar to navigate to the Transaction file.
- Click on Transaction Actions in the upper right.
- Select Archive Transaction.
- In the pop-up window, enter a note (optional) and then click Archive Transaction to confirm.
Archive a Transaction from the Manage Transactions Page
- From the SkySlope home page, click on Manage Transactions.
- Use the search bar on the Manage Transactions page to single out the file.
- On the right side of the page, click the Actions icon
to open the list of available actions.
- Select Archive Transaction.
- 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.
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