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Making Terms Inactive (Archiving)

Want to see this feature in action? Click here for a how-to video: https://vimeo.com/226474341/f297e9e035

When a term is completed, you can make it inactive, which retains the information but allows you to set a new terms for the upcoming time frame as active. Inactive terms cannot be edited unless made active again.

  1. Start on your Account Dashboard (which can be found by clicking your name in the top right of the screen, and selecting “Account Dashboard” from the drop down.)

  2. Once in the Account Dashboard, click “Manage Terms” at the top of the screen.

  3. You are directed to the “Term Management” page. This is where you can create and edit your existing terms.
  4. To make a term “inactive”, click the purple pencil icon under the “Actions” column that corresponds with the term you wish to edit.

  5. You are directed to a page where you can edit your selected term. To make a term inactive, check the box that says “Read-Only” and then click "Save Term".

  6. Your term has now successfully been made“inactive”. You can tell which of your terms is inactive by noticing the “lock” next to the corresponding term name. 

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