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Loans & borrowers

Archives

Move finished loans out of the way without deleting anything, and restore them any time.

We're still recording this video

The written guide below covers everything in the meantime.

Archive a loan

Choose Add to Archive from a loan's menu, from the loan page, or for many loans at once from the Loans list.

  • The loan leaves your Loans list and dashboard.
  • Reminders stop.
  • The borrower's upload link stops working.
  • Its status is kept: a complete loan stays complete.
  • Nothing in your drive is touched.

Find and restore

Open Archives from the sidebar. It has the same tabs and search as the Loans list, plus bulk Restore and Export CSV. Restoring a loan that isn't complete gives it a new upload link and password; the link it had before archiving stays off for good.