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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 an applicant or erase a 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
    To generate a printable summary of the applicant journal content, tick Print journal entries before clicking 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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