Referral LoopArchive, restore or export your records
- Archive a referral, client or agent you're done with. It disappears from your lists but nothing is lost, and you can Restore it any time.
- Export CSV from the ··· menu on the Referrals, Agents or Clients page, to download your list as a spreadsheet.
- To get everything at once, spreadsheets and documents in one zip, use Export in Settings → Account → Data.
Archiving an agreement that is out for signature cancels its signing, so its links stop working. Signed agreements and files are never deleted, only archived, because other people rely on them.