If you've closed a bank account or no longer want to use a specific connection in Digits, you can archive it. Archiving removes the connection from your active list and clears any related alerts—like reminders to re-authorize.
Pause vs. Archive: What’s the difference?
1. Log in your firm's dashboard.
2. Click on the Client that you need to manage connections for.
3. In the left navigation menu, click on Connections.
4. Click All Connections.
5. Click on the connection you'd like to manage.
6. Select Pause or Archive.
Deleting a Connection
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Warning: Deleting a connection permanently removes all associated transactions. This may affect reconciliations and reports, so review carefully before proceeding.
How to delete a connection:
1. First, archive the connection.
2. Click Manage next to the archived connection.
3. Under Manage Connection, select Delete and follow the prompts.