Overview
This guide explains how to archive a checklist when it is no longer required and how to permanently delete it from the system.
Step 1: Access the Checklist
From the Firm’s Dashboard, click on the Admin button in the top panel and select Checklist.
Step 2: Locate the Checklist
You will see a list of all available checklists on this page.
Step 3: Choose the Checklist to Archive
Next to each checklist, you will find options to View, Edit, or Archive.
Step 4: Archive the Checklist
Click on the Archive icon to move the checklist to the archive list.
Step 5: View the Archived Checklists
Click on the Show Archived button to view the list of all archived checklists.
Step 6: Restore the Checklist (Backup)
Next to each archived checklist, you will find options to Backup or Delete. Click on the Backup icon to restore the checklist to the main checklist list.
Step 7: Delete the Checklist
Click on the Delete icon to remove the checklist.
Step 8: Confirm and Finalise Deletion
A warning message will appear informing you that the checklist will be permanently removed from the system. If you are sure you want to proceed, click Yes to confirm the deletion.
If you have any further questions or need additional assistance, please contact our support team.