Archiving a Consultation removes it from the main navigation or dashboard view of the proposal builder. Currently, only an admin user has a way to do that from the office app.
This is mirroring your navigation page so if you wanted to clean up that page there isn't a delete option on the navigator page so if you wanted to remove anything you would have to come here to the consultation and what you can do is archive.
This feature is especially useful when you want to "clean up" your TEST proposals (read more).
How does it work?
Go to Office >> Consultations
Search or a filter to locate the Consultation you want to Archive
Click the 'Archive' button
The Consultation will now live under the Archived list
Click "Show Filters" to view Archived
The Consultation will now be there to view your archived work.
Example of Archiving a Consultation:
Click on 'Unarchive,' it will then appear in your main proposals list where you can click and open it. You can then unarchive it if you wanted to work on it and send it out, you know maybe it's a returning customer, someone who originally didn't want a quote now they want it. Now you can unarchive it and update it for them.
Note: Admins can unarchive older or unused Consultations regardless of their age or status.