Archive Company
Archiving gives you the ability to remove a company, from your screen. This helps make your list clutter-free.
Login to eProcessify, and on the dashboard, click on the Organization name.
Next, click on the Companies tab.
Search the Company name you need to archive.
Click on the Archive icon on the right side of the page against the company name.
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 2yr ago