Archiving and unarchiving contracts helps keep your records organized by removing outdated or irrelevant contracts from the active view without permanently deleting them.

This ensures that only current and relevant contracts are visible, while archived contracts remain accessible if needed.

If a contract is archived, it will not be considered an active record and therefore will not appear in any analysis within oboloo or trigger any automated notifications until unarchived.

When to Use This Feature

  • When removing old or inactive contracts from the active contract list.

  • When needing to retrieve and restore archived contract records.

  • When organizing contract data to improve management and reporting.

Step-by-Step Guide

Archiving a Contract

1. Navigate to Contract Management

  • Open the Contract Management section from the main menu.

2. Select the Contract to Archive

  • Locate and open the contract profile you want to archive.

3. Click the Archive Button

  • Within the contract profile, click the Archive button.

4. Confirm Archiving

  • A confirmation message will appear. Click Yes to archive the contract.

  • The contract will now be archived and will no longer appear in the Contract Management table.

Viewing Archived Contracts

By default, archived contracts are hidden. To view archived contracts:

  • Use the Contract State filter on the Contract Management table.

  • Select the Archived option to include archived contracts in the table view.

Unarchiving a Contract

1. Navigate to the Archived Contract Record

  • Locate the archived contract by using the Contract State filter.

2. Click the Unarchive Button

  • Within the contract profile, click the Unarchive button.

3. Confirm Unarchiving

  • A confirmation message will appear. Click Yes to unarchive the contract.

  • The contract will now reappear in the active Contract Management table and can be linked to activities such as savings initiatives.

Key Considerations & Best Practices

✅ Archive Inactive Contracts – Keep contract lists clean by archiving outdated records.

✅ Use Filters to Locate Archived Contracts – Archived contracts are hidden by default but can be accessed using filters.

✅ Archived Contracts Cannot Be Edited – To modify a contract, unarchive it first.

✅ Ensure Compliance Before Archiving – Confirm that a contract is not actively linked to ongoing projects before archiving.

✅ Unarchive When Necessary – Restore archived contracts when they become relevant again.

Additional Resources

📌 Related User Guides:

📌 Need Further Help?
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