How do I archive a record?

Archiving a Record is the first step toward deletion and there are two ways to archive a Record:

1. From within the Record itself
2. By multi-selecting Records from a List Report

When the record is archived we will have a notification from the platform. - To see our instructional article on Record Archiving please click here. 

Note: Not every user has the permission to Archive Records. If you do not see the archive button ask your administrator for access.

Security Note: Users with Archive permissions can only Archive records to which they have Full Access to. If their access is Read-Only then they cannot Archive them.