--- sidebar_label: Archiving a Transaction sidebar_position: 12 description: Archive a finished or dead deal to clear it out of your active Transactions list without deleting it — how to archive, everything archiving winds down, and how archiving differs from cancelling and deleting. --- # Archiving a Transaction Archiving takes a deal out of your working list without throwing anything away. The record, its documents, its email history, and its activity log all stay in DocJacket — they just stop crowding the Transactions page and your daily queues. Reach for it when a deal is genuinely finished with — closed and reconciled, or dead and not coming back — and you want a clean list. ## How to archive a transaction Three ways, all the same action: 1. **From the Transactions list** — tick the checkbox on one or more rows, then click **Archive** in the bulk-action bar 2. **From a row's ⋮ menu** — open the three-dot menu at the end of any row and choose **Archive** 3. **From the transaction's Edit form** — open the deal, click **Edit**, and use **Archive Transaction** in the footer ![Transactions list with one row selected and the Archive bulk action showing](/img/transactions/archiving-a-transaction.png) ## What happens when you archive Archiving is not just a filter. DocJacket winds the deal's live work down so it stops producing tasks, reminders, and client-facing activity. Every change below is scoped to **that one transaction** — nothing cascades to any other deal. - Pending **key dates** are marked **Not Applicable** (Completed, Waived, and already-N/A dates are left alone) - Open **tasks** are marked **Skipped**, noted "Transaction archived" - **Every** task on the deal — including the completed ones — is hidden from your task list and calendar - Unsent **scheduled messages** are cancelled - Pending **scheduled emails** are **deleted** (email you already sent is kept, so your send history stays intact) - Waiting **Review queue** proposals are expired - **Client portal links are revoked** - **Documents** and **text-message threads** on the deal are archived along with it DocJacket stamps the date it happened, so an archived deal tells you *when* it was archived rather than just showing a state. :::caution Your client loses portal access immediately Revoking the portal link is the one change anyone outside your office notices. If a buyer, seller, or agent is still using the portal to watch the timeline or upload documents, hold off on archiving — their link stops working the moment you do. Restoring the deal reactivates it, but it is dead in between. ::: ## Archive, cancel, or delete? These are three different tools, and they answer three different questions. | Action | What it does | Reversible? | | --- | --- | --- | | **Cancel or Close** (a status change) | Marks *what happened* to the deal. Winds pending work down, and a Closed status also fires your closed-stage automation and CRM push. The deal stays in your list | Yes — move it back to an open status | | **Archive** | Decides *whether you want to look at it*. Winds pending work down and hides the deal from the active list. Everything is kept | Yes — **Restore** | | **Delete** | Removes the deal from every list, including the Archived view | No — not from the app | Cancelling and archiving are not alternatives; most coordinators use both. Cancel or close the deal when it ends, then archive it later — at month end, or whenever the list gets long — once you're sure you're done referring back to it. See [Cancelling or Closing a Transaction](./canceling-a-transaction.mdx) for how terminal statuses work, and [Restoring or Deleting an Archived Transaction](./restoring-an-archived-transaction.mdx) for the way back. :::tip Archiving is not the same as your compliance archive If your office has archival turned on, **closing** a deal also writes an immutable, retention-protected copy for compliance — see [Security & Privacy](../getting-started/security-and-privacy.md). That's a separate mechanism from the **Archive** button here, which is about tidying your working list. ::: ## Finding archived deals later On the Transactions page, click **Archived** in the top right. The button carries a count badge, so you can always see how many are back there. To return, click **Active Transactions**. Archived deals are left out of your active-deal count and your dashboard totals, which is usually the point — they stop inflating the numbers you use to judge your workload. Nothing expires. An archived deal stays exactly as you left it until you restore it or delete it.