ISSUE: 

Old engagements that are no longer needed or are no longer active need to be marked as Archive according to  KSM's File Retention policies.

SOLUTION: 

Follow the steps below to archive engagements for completed engagements and filed returns.

• Log into Suralink: https://ksmcpa.suralink.com
• Search for the Client and find the engagement that needs to be archived: SuraLink - How to Search for a Client 
• Once the engagement has been located click on the circle ellipses icon and select Archive
• On the next screen there are multiple options for how the engagement should be archived. Select only the desired options and sub-options.
  
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• Click Yes.
• Type yesarchive into the field when prompted and click Yes.
• The engagement will now show in the Archived section under the Client's Engagements in Suralink.
• The engagement will be purged according to KSM's File Retention policies.