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Plan Authoring: Archive a Plan
Plan Authoring: Archive a Plan

How to archive a plan

Updated over a month ago

Only plans that have no further purpose should be archived. Both a published and draft plan can be archived.

πŸ’‘Important Note: If a Published plan is archived any client-shared plans will no longer be accessible by the client. This is not a reversible state.

How to archive a plan:

  1. To Archive a plan you navigate to Plans

  2. Select the click on the ':' ellipse menu against the Plan.

  3. Select Archive and follow the prompts:

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