Archive a Program
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What You'll Learn

  • What happens when you archive a program?

  • How to archive a program

What Happens to a Program When Archived?

To keep the dashboard organized, users may want to archive or hide programs that are unsold or with incorrect information.

Archiving a program has the following results:

  • Stops any emails from going out to the insured from that program.

  • Expires all related payment links. If the insured already has a URL, they can open the payment link, but it will not accept payment. It will show to the insured as inaccessible.

  • Disallows edits made to any part of the program.

Step-by-Step Instructions

There are two ways to Archive a program:

  1. Home Page

    1. From the homepage, find the program, click the three dots to the right, and select Archive.

  2. Program Page

    1. From the program view, select the Archive program at the top right of the page.

Accessing Unarchived Programs

Archived programs don't show up in the Ascend homepage programs view. You'll need to use the search bar to locate archived programs.

  1. Search for the archived program in the dashboard search bar by the program name, customer email, or policy number (if entered when the program was created)

  2. Click on the program to open it.

  3. To unarchive a program, click the Unarchive program button at the top right of the screen.

Unarchived programs can be edited, and payment links will be revived.

Frequently Asked Questions

What types of programs can I archive?

  • Active programs cannot be archived. If you need to restore an archived program, please get in touch with support@useascend.com

Can I unarchive a program once I archive it?

  • Yes! To unarchive a program, follow the steps above under the Accessing Archived Programs section.

Can insureds still make payments on archived programs if I sent the payment link already?

  • Archiving the program expires all related payment links. If the insured already has a URL, they can open the payment link, but it will not accept payment. It will show to the insured as inaccessible.

Contact Us

Need more help? Contact us at support@useascend.com for more help.


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Tags: Archive, hide, hiding, archiving, remove, delete, restore, incorrect, old, abandon