Update Data in a Closed or Archived File

Created by Aubrey Finney, Modified on Thu, 1 May at 6:09 AM by Muhammad Harris

Once a file is marked as Closed, it should be assumed that all details are complete and accurate to prevent changes after closure. If you need to update information on a closed Transaction, you will need to re-activate the file, make the necessary changes, and then re-close it. Let's go over the process! 

 

Update Details in a Closed or Archived File

Note: This process can only be completed by an Admin-level SkySlope user.

Closed.png Instructions for a Closed File

  1. Navigate to the Closed file.
  2. Click on Transaction Actions in the upper right. 
  3. Select Archive Transaction. The page will refresh and the file status will change from Closed to Archived status, allowing it to be reactivated. 
  4. Again, click on Transaction Actions in the upper right.
  5. Select Reactivate Transaction. Then click Reactivate File to confirm.
  6. The page will refresh, and the file will now have a Pending or Expired status. You can now add/update data in the file as necessary. For more help on updating details in a file, take a look at this tutorial.

 

Archived.png Instructions for an Archived File

  1. Navigate to the Archived file.
  2. Click on Transaction Actions in the upper right. 
  3. Select Reactivate Transaction. Then click Reactivate File to confirm.
  4. The page will refresh, and the file will now have a Pending or Expired status. You can now add/update data in the file as necessary. For more help on updating details in a file, take a look at this tutorial.

 

If you have any other questions about updating details in a property file, please reach out to our 24/7 Support team!

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