Knowify has two ways to terminate jobs, invoices, etc. They can either be Closed, or Deleted.
Closed jobs can always be reopened at a later date if need be. They can be found in their respective section of Knowify (Jobs, Invoices, Bills, Etc.) When trying to search for closed items, be sure to adjust your filters to include 'Closed'
If you ever need to reopen these items for any reason, this can be done in a few simple clicks! Otherwise, they will stay in the closed section for reference
Deleted items are gone permanently. Knowify does not save multiple versions of documents and items. Anything that is deleted or overwritten CANNOT be recovered. This is why Knowify shows a warning whenever a user starts deleting anything:
If you are unsure if a job or information will be needed again, we highly recommend closing instead of deleting documents, jobs, etc. You can also Download a job summary from Knowify before the job is deleted to keep an external copy of some job information.
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