How to archive and Restore an investment?

The article outlines the steps to Delete/archive an investment from an offering.

You may need to archive an investment in the following scenarios:

1. When there are multiple investments from the same investor.

2. If the investor chooses not to proceed with their investment.

3. When you have rejected the investment.

To archive and restore an investment, follow these straightforward steps:

1. Navigate to the Portfolio section and select the Preferred Offering.

2. In the Investors section, locate the investment you wish to archive and click on the archive icon on the far right.

3. If you want to restore an investment, find the corresponding investor's name, expand the Archives section on the left side of the screen, and click on the restore option.