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Archived Files

Updated over 11 months ago

To avoid the yearly subscription fee on your accounting, trust and/or POA files, you can archive them using the following steps

  1. In your Estateably account, access the dashboard and locate the file you'd like you'd like to archive.

  2. Please click the three-dot menu on the right-hand side of the file. A drop-down will appear.

  3. Select "Archive" in the drop-down, and enter the reason for archiving.

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