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You can close a file when its processing is completed and when the final report has been sent to the financial institution.
Once closed, a file is removed from the list of your files. You can still consult it by launching a search with the Search for Files function, but the file must have been closed for less then 6 months. For more details on the searching options, refer to the Searching for Files section.
 Make sure to keep a copy of your documents and to have the latest version of the specific mandate before closing a file because you will not be able to access once it will be closed.
The electronic closing of a file is done by checking the File Closed box in the Status section in the File page.
| 1. | Select a file in your list of files. |
| 2. | Make sure the File tab is selected.
In the Status section, you can observe that every step required in the file processing has been completed and is checked, except for the File Closed check box. |
| 3. | Click the File Closed link to check the box. |
The file is closed and removed from your list of files. A notification is sent to the financial institution.
A file is automatically closed in Assyst Real Estate and removed from your list of files 6 months after the final report has been signed and sent.
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