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How to Archive an Aerialytic Design.

How to Archive an Aerialytic Design.

Emilie avatar
Written by Emilie
Updated this week
  • From the design stage, click on "design requests" next to Designs.

  • Click on the 3 dots next to the lead ID and then select Archive Request. If this is greyed out, the design is in use by a proposal and can't be archived until that is removed.

If you need to archive a design that is being used in a proposal to re-run the design, follow the steps below.

  • First see if there is a different design you can switch to on the proposal. If not, you will need to create a new design and switch the design on the proposal before you can archive the existing Aerialytic design.

  • If there is no other design to change to, select +new design and select "Upload Design"

  • Create a test or replacement design by filling out the required fields.

  • Click save.

  • Go to the Proposal stage and click edit on the proposal.

  • Under the Design drop down, select your replacement design.

  • Select Save and Update Pricing

  • Once the update is successful, close the proposal and go back to the design.

  • Click Design Requests, then the 3 dots next to lead ID and archive request.

  • At the prompt select Confirm.

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