eProcessify
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Archive Company
Archiving gives you the ability to remove a company, from your screen. This helps make your list clutter-free.

1.Dashboard

Login to eProcessify, and on the dashboard, click on the Organization name.

2. Companies tab

Next, click on the Companies tab.

3. Search company name

Search the Company name you need to archive.

4. Archive icon

Click on the Archive icon on the right side of the page against the company name.

5. Press ok to archive

Click on the Archive icon, press OK on the dialogue box that will appear, and the is archived.
After Archiving the company, the monthly/quarterly/yearly checklist will not be created from next month/quarter/year respectively.
Last modified 1yr ago