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      Un-Archive Invite: Restoring Archived Invites to Active Status

      Overview

      The Un-Archive Invite feature allows users to restore archived invites to active status. This feature is designed to provide greater flexibility for organizations managing workflows and dealing with invites that need to be revived for further action. Whether it’s a revived deal, a reopened workflow, or simply an invite that was archived by mistake, this feature streamlines the process of returning invites to active status.

      Key Features

      • Un-Archive Option in Invite Actions: Users can easily un-archive invites directly from the Invite Actions menu.

      • Point of Contact (POC) Selection: When un-archiving, a valid Point of Contact (POC) from your team must be selected to ensure proper assignment.

      • Due Date Confirmation: A valid due date is required when un-archiving an invite, and if the due date is in the past, an error will prevent the un-archiving.

      • Notification Options: Users can choose to notify involved contacts when un-archiving an invite.

      • Activity Log Updates: All un-archive actions are logged in the activity log for better transparency.

      How to Un-Archive an Invite

      Follow these steps to un-archive an invite and restore it to active status:

      Step 1: Access the Archived Invites Section

      1. Navigate to the Manage Invites page.

      2. Select the Archived tab to view all archived invites.

      Step 2: Select the Invite to Un-Archive

      1. From the list of archived invites, select the invite you want to un-archive.

      2. Click on the Invite Actions menu (three dots) on the right-hand side of the invite.

      Step 3: Click 'Un-Archive Invite'

      1. In the Invite Actions menu, click on Un-Archive Invite.

      Step 4: Select Point of Contact (POC)

      1. A pop-up window will appear prompting you to select a Point of Contact (POC) for the invite. This ensures that the invite is properly assigned before it becomes active again.

      2. Choose a valid team member from the list of eligible contacts.

      Step 5: Set Due Date

      1. You will be required to set a due date for the invite. If the due date is in the past, you will receive an error message, and the invite will not be restored until a valid future date is set.

      2. If the due date is valid, it will be applied once the invite is un-archived.

      Step 6: Choose Notification Options

      1. You will have the option to choose whether to notify the involved contacts (POC, watchers, and assignees) once the invite is un-archived.

      2. If notifications are enabled, an email notification will be sent to the relevant contacts informing them of the un-archived invite.

      Step 7: Confirm Un-Archive

      1. Once all fields are completed (POC, due date, and notification options), click on Un-archive to restore the invite to its active status.

      2. A confirmation toast will appear, indicating that the invite has been successfully un-archived. A link to the invite will also be provided for quick access.

      Permissions

      • Organization Owners and Admins have access to the un-archive feature.

      • Viewers will not see the un-archive option in the Invite Actions menu.

      Activity Log

      Every time an invite is un-archived, an entry will be recorded in the Activity Log. This log provides visibility into the action, including the date and time of the un-archiving, the user who performed the action, and any other related details.

      Example of an Activity Log Entry:

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      CopyEdit
      User John Doe un-archived Invite #12345. Assigned POC: Jane Smith. Due Date: May 10, 2025.

      Important Notes

      • POC Selection: Make sure that a valid Point of Contact (POC) is selected when un-archiving an invite. If no POC is selected, the un-archive action will not proceed.

      • Due Date: Always verify the due date when un-archiving an invite. A past due date will prevent the invite from being restored until corrected.

      • Notification Preferences: Be mindful of notification preferences. If notifications are enabled, users will receive emails regarding the un-archiving action.

      Troubleshooting

      • Error: "Invalid Due Date"
        If you receive an error stating the due date is invalid, make sure the selected date is in the future. The system will not allow un-archiving with a due date in the past.

      • Error: "No Point of Contact Selected"
        This error occurs if you attempt to un-archive an invite without selecting a valid POC. Ensure that a team member is assigned to the invite before proceeding.

      • Un-Archive Action Not Visible
        If the un-archive option is not visible in the Invite Actions menu, ensure that you have the necessary permissions (Organization Owner or Admin role). Viewers will not have access to this option.