Archive or Unarchive Dynamic Forms

Archiving a Dynamic Forms allows you to remove the Form for new Clients, but retain the Form for existing Clients if information had already been entered in the Form for any client.

• Client or Case Form is archived and there is no Client Data on the form for ANY client - If no data has been entered on a Client or Case Form for any Client, when you archive the Form, that Dynamic Form (tab) will be removed from the Client Profile.
• Client or Case Form is archived and there is Client Data for ANY client - That Dynamic Form (tab) will remain in the Client Profile for all clients and any data on the form for any client will still be accessible. The tab will be italicized to indicate that the form is archived. You can view existing data, but cannot add new data. 

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Archive Dynamic Form

1. Click Dynamic Forms tab in primary navigation bar.
2. Click Actions and select Archive for appropriate Dynamic Form.
   
    
3. OR, select checkbox for all forms you want to archive.
4. Click Archive Dynamic Form(s) button.
   
    
5. Archived Dynamic Forms will move to the Archive section. Click the Archived button to toggle between Active and Archived Forms.
   

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Unarchive Dynamic Form

You can unarchive a Dynamic Form . Doing so will reactivate the Form and it will be available again in the Client Profile.

1. Click Dynamic Forms tab in primary navigation bar.
2. Click Archived toggle.
3. Click Actions and select Unarchive for appropriate Dynamic Form.
4. OR, select checkbox for all forms you want to archive and click Unarchive Dynamic Form(s) button.
   

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