Overview
Download contract records or move old agreements into an archive state to keep active lists uncluttered.
Steps (Export)
In Clients > Contracts, apply filters if desired.
Click Export and choose CSV or XLSX.
Save the file for offline storage.
Steps (Archive)
Click Action > Archive on any closed or expired contract.
Confirm—archived contracts no longer show in the default list.
Tips
Export quarterly as part of your legal compliance process.
Use archive filters to access historical contracts when needed.