How to archive or cancel a Deal

Deals that have been registered at the Deeds Office need to be Archived.

Follow these steps to Archive a Deal:

1. Navigate to Deals > Manage Deals > Active tab
2. Click on the Archive icon of the deal you wish to archive
3. Click on Delete

Find your archived deals in the Archived tab

Deals cannot be deleted, only archived. If the deal was sent to an attorney and has not yet been registered,  a cancellation request must be submitted before archiving.

Follow these steps to Cancel a Deal:

1. Navigate to Deals > Manage Deals > Active tab
2. Click on the Archive icon of the deal you wish to archive
3. Click on Submit Request
4. The DMS will record the request in the Notes tab of the deal
5. Click on the Archive icon of the deal you wish to archive
6. Click on Delete

Find your archived deals in the Archived tab.