For North American users, please be aware that "Tenancies" are known as "Leases" and "Terms & Breaks" within a Tenancy are referred to as "Terms & Options". For more information on regional terminology, please refer to our Glossary of Regional Terminology.
This guide is designed to walk you through the process of archiving a lease/tenant in Re-Leased. Archiving a lease/tenant is a handy way to keep your lease/tenant list current and manageable by removing old or inactive lease/tenant records from active search results and reports. Below we provide a straightforward method to successfully archive a lease/tenant while ensuring that you can still access their details if needed in the future.
When to Archive a Lease/Tenant
Archiving should be considered when:
- A lease/tenancy has ended, and you no longer need regular access to the lease/tenant's details.
- There are no longer outstanding invoices or credit notes.
Steps to Archive a Lease/Tenant
- Search and select the lease/tenant you wish to archive and navigate to the Lease/Tenancy Details tab.
- Scroll to the bottom of the page to find the Archive option.
- Confirm the archiving action when prompted.
Remember, archiving a lease/tenant will remove them from active search results and reports, which helps to maintain a tidy and efficient database.
What Happens After Archiving?
Archived leases/tenants are not deleted from Re-Leased; they are simply hidden from the default list. You can view and access archived lease/tenant information by:
- Navigate to the Leases/Tenancies section in the top menu. and select the Archived tab at the top of the page.
- Using the preview or restore options available for each archived lease/tenant.
Alternatives to Archiving
If you need to retain easily accessible details or edit the lease/tenancy file, consider cancelling the current term instead of archiving it. Cancelling a term keeps the lease/tenant on your active list without ending the entire lease/tenancy. Head to Cancelling & Restoring Terms for more information.
Restoring an Archived Lease/Tenant
Should you need to restore an archived lease/tenant:
- Navigate to the Leases/Tenancies section in the top menu. and select the Archived tab at the top of the page.
- Select the lease/tenant you wish to restore and use the restore option provided.
Restoring a lease/tenant will return their details to your active lease/tenancy list, allowing you to update or reference their information as required.