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Archiving a Policy
How can I archive a policy/ policies when they're no longer needed?
💡 Archiving is only possible when at least one customer has accepted the policy. If no one has accepted the policy you can simply delete it.
Head to Forms/Documents >> Policies and click Details beside the policy you'd like to archive.
Click Archive to complete.
You'll always be able to view your archived policies from Form/Documents >> Policies and click Details beside the archived policy you'd like to view.
From here you'll be able to view the policy details and agreements as with any active policy.
Jump to:
Delete a Policy
Add a Policy