Archiving or deleting a proposal

This article describes some of Versaic's core capabilities. Data and actions described may or may not be available to you depending on user permissions. Your platform may also differ based on configurations made to meet your organization's unique needs. Contact your program administrator or Client Success Manager to request feature changes or updates to permissions. 

The Trash or Archive actions can be used to manage old proposals or those in error.

  • The Archive allows you to continue using reporting tools on proposals relocated to the archive.
  • The Trash is intended for proposals you do not need to interact with further.

To add a proposal to the trash or archive it, open a proposal and follow these steps:

  • To trash, hover over More Actions > Add to Trash.
  • To archive, hover over More Actions > Add to Archive.

The proposal is removed from your active proposal list and moved under the Archive or Trash tab (often configured under the “Dashboards” dropdown tab).

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