ARCHIVING A REGISTERED DEAL
Deals that have been registered at the Deeds Office need to be Archived.
Follow these steps to Archive a Deal:
- Navigate to Deals > Manage Deals > Active tab
- Click on the Archive icon of the deal you wish to archive
- Click on Delete
Find your archived deals in the Archived tab
CANCELLING A DEAL
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:
- Navigate to Deals > Manage Deals > Active tab
- Click on the Archive icon of the deal you wish to archive
- Click on Submit Request
- The DMS will record the request in the Notes tab of the deal
- Click on the Archive icon of the deal you wish to archive
- Click on Delete
Find your archived deals in the Archived tab.