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# How to Archive a Portfolio

### TL;DR
|| Archiving a portfolio removes it from your active workspace once a buyer process is finished. This helps keep your dashboard clean and focused. Archiving is permanent for users, and only support can reverse it.

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### When to use this
Archive a portfolio when:
* A buyer has completed their purchase
* A search is permanently closed or abandoned
* You want to remove inactive portfolios from your active view

We recommend not archiving if there’s any chance the buyer may return soon.

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### Step-by-step instructions
1. Go to the **Portfolio Dashboard**.
2. Locate the portfolio you want to archive.
3. Click the **three-dot menu** on the portfolio card.
4. Select **Archive**.
5. In the modal that opens, add the **archiving details** (reason or notes).
6. Confirm the action.

The portfolio is now archived and removed from active portfolios.

| Best for: Standard portfolio cleanup and closed deals

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### Common issues & tips
* **Archiving is irreversible (by users):**
You cannot unarchive a portfolio yourself.
* **Archived by mistake or buyer returned?**
Contact **PropWise Support** and we can unarchive it for you.
* **Best practice:**
Add clear notes in the archive modal (e.g. *Deal closed*, *Buyer paused search*, *No longer active*) for future reference.
* **Risk management tip:**
If a buyer is “on hold” rather than fully closed, consider **keeping the portfolio active** instead of archiving.

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### Related articles
* [How to Create Your First Portfolio](https://propwise.crisp.help/en/article/create-your-first-portfolio-in-5-minutes-1yigcry/)
* [How to Share a Portfolio with Your Client](https://propwise.crisp.help/en/article/how-to-share-a-portfolio-with-my-client-z9lvqg/)