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Lukumades Global

Hi @Lukumades_Global! Thanks for reaching out! We have not yet released our client archiving feature. However, we do plan on releasing this in Q1 of next year. Please let me know if you have any other questions. I am always here to help!

Hi @Lukumades_Global! The only current supported actions are Contracts, Forms, and Invoices. I’ve submitted your feedback regarding custom actions to our product team In the meantime, you can also use our Tasks app to notify clients of actions they need to complete, more information can be found here.