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Archive or cancel aprraisals

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Summary

Learn how to archive an appraisal from the property profile in Box+Dice, select a cancellation reason, and understand how archived appraisals appear in transactions and reports.

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About archiving appraisals

Archiving an appraisal in Box+Dice removes it from the active pipeline while preserving its history. The appraisal record remains visible in the property’s Transactions panel and continues to contribute to reporting across the sales lifecycle.

This is useful when an appraisal is no longer proceeding but needs to be retained for audit purposes, reporting, or future reference.

Before you start

Consider the following before archiving an appraisal:

  • Confirm the property - Access the appraisal from the property’s Transactions > Appraisal panel
  • Choose the correct action - Use archive to retain history. Only delete an appraisal if you need to permanently remove the record
  • Check related items - Appointments, emails, SMS, and documents linked to the appraisal are separate features and will not be removed.
Note: Archiving an appraisal preserves its history for reporting, while removing it from the active pipeline. 

Archive an appraisal from a property

To archive an appraisal:

  • Go to Properties
  • Search for the property and open its profile
  • In the Transactions panel, select the appraisal
  • Click Archive below the appraisal
  • Select a cancellation reason from the dropdown
  • Click Cancel Appraisal to confirm

Archived appraisals remain visible in the Transactions panel (for example, “Appraisal cancelled” with a date) and continue to support reporting. 

Tip:  You can filter appraisals by 'Cancel Date' to quickly identify recently cancelled opportunities. This is useful for reviewing missed listings and planning follow-ups.

Archive appraisals in bulk

You can archive multiple appraisals at once from the Appraisals screen.

To archive multiple appraisals:

  • Navigate to the Appraisals screen
  • Select the appraisals using the checkboxes next to each property
  • Click More, then select Archive appraisals
  • Select the appropriate archive reason
  • Click Archive # Appraisals to confirm
Note: Bulk archiving applies the same cancellation reason to all selected appraisals.

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