Lists, reports and record management
What does Archive do, and can I unarchive a form?
The current Form 146 and Part D lists offer Active/Archived views and archive/unarchive selection actions.
Navigation: Open Forms 145/146 → Forms Dashboard → Form 146 List / 145 Part D → select records → Archive selected
How to do it
- In the applicable list's Active view, select the intended records and click Archive selected.
- Read and confirm the archive action.
- Switch the header toggle to Archived to locate those records.
- Select records there and click Unarchive Selected to restore Active-list visibility.
What to expect
Archive changes list visibility without deleting the form or withdrawing a portal filing.
Important details
- Do not assume Part A/C have the same archive controls; use their actual list actions.
- Archived forms still count as records for capacity checks. Documents → Transactions excludes archived forms.