Archiving a Contract

Contracts can be archived if they are in "Draft" or "Inactive" Status. Archived contracts do not show up by default on the Contracts summary page, unless the "Archived: No" filter is removed.

To archive a contract:

  1. Click Main Menu > Contracts and open the required contract.
  2. Ensure that the Status is currently "Draft". If required, deactivate the contract.
  3. Click > Archive Contract.

Nakisa Portfolio Management Suite 2024.R3 © 2024

 

 

 Nakisa Inc. All rights reserved worldwide.