---
title: "Archiving or Closing a Job Seeker's File | Metaintro"
canonical: "https://www.metaintro.com/help/archiving-or-closing-a-job-seekers-file"
language: "en"
author: "Metaintro"
published: "2026-09-30T09:41:59.067Z"
modified: "2026-09-30T11:13:46.447Z"
---

# Archiving or Closing a Job Seeker's File

When a member leaves your program, mark them Inactive or archive their file. Here is where each option lives and when to use it.

Last updated: September 30, 2026[Enterprise](/help/category/enterprise)

Paste it into Claude, ChatGPT, Codex, Cursor or Pi.

## Closing a File the Right Way

Members finish programs, find work or stop taking part. Closing their file properly keeps your caseload clean and your reporting honest.

## Option 1: Mark Them Inactive

Open the member from the Dashboard. On their Details tab, select Status and choose Inactive.

## Option 2: Archive the Member

Open Settings, then Members, and select the three dots next to the member. You can also use the three dots at the top right of the member's file. Choose Archive member.

![Archiving or Closing a Job Seeker's File - Option 2: Archive the Member](https://cdn.metaintro.com/rs:fill:1200:675/q:85/plain/images/framed-archiving-or-closing-a-job-seekers-file-1.png)
## Other Options in the Same Menu

- Merge into another member: use this when the same person has two records.
- Delete member record: deletes the member's record. Only use it when you are sure, and ask support@metaintro.com first if in doubt.

## Before You Close a File

- Set their Pipeline stage to where they ended up, for example Placed.
- Add a note explaining why the file is being closed.
- Clear or complete any next action you owe them.

## Frequently Asked Questions

**What is the difference between Inactive and archived?**

Inactive is a status you set on the member's Details tab. Archiving is a separate action in the member's actions menu.

**I have two records for the same person. What do I do?**

Use Merge into another member from the member's actions menu.

**Should I delete a member who got a job?**

No. Move them to Placed so your outcomes count them.

## What to do next

- [Logging an Interview, Offer, or Placement](https://www.metaintro.com/help/logging-an-interview-offer-or-placement)
- [Adding Case Notes](https://www.metaintro.com/help/adding-case-notes)
- [Navigating the Member Dashboard](https://www.metaintro.com/help/navigating-the-member-dashboard)

## Need Help?

Not sure whether to archive or delete? Email support@metaintro.com before you act.

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