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How do I archive a Legal Entity?

To archive a Legal Entity:

  1. Go to Organisation > Legal Entities
  2. Select the “3 dot icon” of the Legal Entity you want to Archive
  3. Click "Archive"
  4. It is best practice to ensure that there are no Assets, People or Agreements assigned to a Legal Entity before it is Archived. Otherwise, those records will be left unassociated
  5. Confirm "Archive"