Archiving Clients
This article will show how to archive a client/s for Imagine Share.
How do I archive clients?
Log into the ImagineTime Portal using https://yourfirmname.imaginetime.com. Enter the email address and password associated with your “Firm” (Figure 1). Select the “Sign in” button.
Figure 1 Screenshot of Portal Sign In page.
Figure 2 below is the login landing page for the “ACME Corporation”. This example is showing a single client and two firms. Your login landing page may only show your clients and a single firm. Select your “Firm Name”.
Figure 2 Screenshot of the firm login landing page.
Figure 3 below shows the “All workspaces” landing page. Here you would see all of your clients. To update a clients’ information, select the “Client Settings” link from the sidebar menu on the left side of your screen.
Figure 3 Screenshot of the “Workspaces” All client Workspaces screen.
Figure 4 below shows the “All Firm Clients” screen. To archive a single client’s information, select the three vertically place dots to the right of the check box. This will display a popup button (figure 5).
Figure 4 Screenshot of “Client Settings: All Firm Clients” showing the list of current clients.
Figure 5 screenshot shows the “Archive Client” button. Selecting the “Archive Client” button will move the client to the “client archive folder”.
Figure 5 Screenshot of “Archive Client” popup button.
On the “All Firm Clients” screen (figure 6) select the check box to the left of the client names you wish to archive.
Figure 6 Screenshot of “All Firm Clients” showing two client folders to archive.
On the right side of the “All Firm Clients” screen (figure 7) you will see the blue “Archive Client-2” link. The “2” represents the number of clients you have selected to archive. Selecting this link, in this example will move two selected client folders to the archive folder. Additionally, the three vertical dots to the right of “Assign Staff-2” will allow you to select the link to access the “Archive Folder” if you need to reinstate a client’s folder.
Figure 7 Screenshot showing the location of “Archive Clients” and “Vertical dots” Links.