• What happens when you archive a program?

• How to archive a program

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.

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.

      

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.

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

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

• 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.

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