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This guide has been reviewed against our global client base and classed as relevant to all regions

This page explains how to archive an applicant or contact - once archived, an applicant/contact record can be viewed and can be retrieved from the archive

Click a link below for information on how to:

Being able to complete any of these processes depends on security permissions
If any of the options shown below are not available to you, or you need to delete/erase an applicant or contact, click here to contact Reapit Support

Archive & unarchive applicant

1. Archive applicant

In some circumstances, an applicant cannot be archived (for example, if they have a pending offer)
When this applies, a prompt will be displayed to inform why the archive cannot be carried out

From applicant:

  • Click the drop-down option beside Active and select Archive/delete applicant

    Archive applicant - menu option.png

  • Select Archive Applicant and click Accept

    Archive applicant - select option.png

The Active icon on the applicant record will change (as shown in next step) plus a log of when the applicant was archived is added to the Activity Feed and applicant journal

2. Unarchive applicant

From applicant:

  • Click the icon beside Active and select Unarchive/delete applicant

    Archive applicant - unarchive option.png

  • Select Unarchive Applicant and click Accept

    Unarchive applicant.png

  • The applicant record is active again

    Unarchived applicant.png

The Active icon on the applicant record will change again plus a log of when the applicant was recovered from the archive is added to the Activity Feed and applicant journal

Archive & unarchive contact

1. Archive contact

In some circumstances, a contact cannot be archived (for example, if they have active roles)
When this applies, a prompt will be displayed to inform why the archive cannot be carried out

From contact record:

  • Click the drop-down option beside Status and select Archive

    Archive contact - menu option.png

  • Click Yes

    Archive app - prompt.png

The Status icon on the contact record will change (as shown in next step) plus a log of when the contact was archived is added to the Activity Feed and contact journal

2. Unarchive contact

From contact:

  • Click the icon beside Status and select Unarchive

    Archive contact - unarchive menu option.png

  • The contact record is active again

    Unarchived contact.png

The Active icon on the contact record will change again plus a log of when the contact was recovered from the archive is added to the Activity Feed and contact journal

Need more assistance? No problem! Just log a ticket on the Reapit Service Desk Portal at https://reapitsupport.refined.site/ and a member of our Support Team will be happy to help


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