Move inactive families to the Lead File

Issue/Question

I want to make my inactive families all lead files.

Resolution

To move inactive families to the Lead File space, use the Mass Archive tool. Follow these steps:

  1. Navigate to Families > Lead File.

  2. Select Mass Archive.

  3. Follow the 4-step on-screen process to identify, review, and confirm the transfer of inactive families from the All Families space to the Lead File space.

⚙️Note: User Permissions may limit access to this feature or functionality.

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