Archiving Organization
Archiving allows you to deactivate organizations that are no longer in use while keeping all their historical data intact. It cleans up your active workspace without losing past records.
Once and Organization is archived :
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No New Activity: Users cannot create new requests or documents under an archived organization.
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Hidden from Active Views: Archived organizations will no longer appear in standard dropdowns or active search lists.
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Records Maintained: All past transactions, reporting data, and audit trails remain saved and accessible.
How to Archive an Organization
1.Navigate to Organization
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Search from the list ---> Select the organization
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Click on the 3 dots ---> and select Archive
