Streamlining Your Workspace: Archive Your Transactions in Form Simplicity

Is your ‘My Transactions’ cluttered with past deals and closed files? Join us for an interactive training session designed to help you optimize your transaction pipeline. In this webinar, you will learn the exact steps to archive completed, canceled, or expired transactions safely within Form Simplicity. Discover how archiving keeps your active workspace clean and organized without deleting critical historical files, ensuring your business stays audit-ready and compliant.