Archiving an applicant

Chris Horroll
Chris Horroll
  • Updated

The steps below outline how you can archive an applicant record.

  1. Click Applicants on the main homebar
  2. Search for the relevant applicant in the Find bar and click Go. Click View on the relevant record
    1. Alternatively, find and click the relevant applicant from within the Last Viewed section
  3. On the applicant Summary, click Special Actions
  4. Click Archive Applicant Record
  5. On the Archive Applicant screen, in order to confirm that you want to archive the applicant, enter Your Archive Code in the Please Enter Code field
  6. Click Confirm Archive

The applicant Status will display the record as Archived and they'll no longer show in searches.   

Related articles: 

Archive a property

Reactivate an archived property

Archive a contractor

Unarchive an applicant

How can I transfer money to an archived landlord?