How do I archive a deal flow application form?

Deal Flow account holders can archive an application form that is no longer active.

To archive a form:

  • Go to Deal Flow/Settings
  • Click on the application form you’d like to archive.
  • Click the Edit tab.
  • Under Form Status select Archived.
  • Save your entry.

The application form itself will no longer be active such that no new entries can be submitted. Any submissions made using the application form while previously active will remain in your pipeline and analysis.

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