Archive a company

Overview

Archiving hides a company from the default list and from pickers, so it stops appearing when people create matters or presentations. Nothing is deleted — the company’s existing matters, testimonials and presentations keep working exactly as before.

Use archiving when a client relationship ends, a company is acquired, or a duplicate was created. It is reversible: archived companies are on the Archived tab of the Companies page.

Permission required

You need Client: read or Client: create. Ask an administrator if the page is not visible to you.

Steps

1. In the left menu bar, click Companies under the Firm heading.

2. Open the company you want to archive.

3. Click the ⋮ menu in the top-right corner and choose Archive.

4. Confirm. The company disappears from the default list and can be found again on the Archived tab.

Note

Archiving is not deletion. If you need a company genuinely removed — because it was created in error and has no history worth keeping — ask an administrator.

Related

• About companies
• Add a company
• Edit a company
• View a company’s history
• See a company’s work