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Can I delete an entity?
Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

No, entities cannot be deleted in Cimplico Workpapers. However, you can archive an entity to remove it from active use while retaining its historical data for future reference.

To archive an entity:

  1. Select the relevant entity from the firm list or by using the global search function

  2. Ensure there are no open workpapers for the entity

  3. Click the Archive option in the top right-hand corner and confirm the Archive from the pop-up

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