Archive and historical access

Agreements and quotes are automatically kept in Lumos for the lifetime of your account. This page describes where to find them, how to navigate your archives, and the current limitations on cross-project consultation.

Access by project and inspection

All contractual documentation stays attached to the inspection in which it was created, and to its parent project. To find an agreement or a quote, you go through:

Projects in the main sidebar.
The relevant project (by address, by number, or via search).
The project’s Document Center tab (or a document pill on the inspection card, which leads straight there).
The journey of the associated inspection, in the By inspection view.

In the Document Center, you access:

The agreement PDF and the quote PDF via the eye icon (View) — the sealed copy once signed.
Actions on the agreement: Remind, send the PDF with the paper plane icon, Remove as long as it is not signed.

No consolidated multi-project page

To date, Lumos does not offer a transversal page that would show:

All your active agreements pending signature.
All your signed agreements over a given period.
All your quotes pending approval.
A view by client (all agreements associated with the same client).

Access remains per project. If you want to see all your contracts, you browse the list of your projects and inspections.

Multiple inspections per project, multiple documents. A project can contain several inspections (pre-purchase then pre-handover, for example), each with its own agreement and quote. The project page lets you move between inspections and their documents.

Search and filtering

The Projects page offers filters and search to find a project:

By property address.
By client name.
By status (In progress, Completed, Archived).
By date of inspection or creation.

Once the project is found, you access the inspection and its documents.

What happens when a project is archived

If you archive a project (for example because all its inspections are complete and paid), the associated documents (agreements, quotes, invoices, reports) remain accessible. Archiving is a quieting in the interface, not a deletion.

For details on project statuses, see Chapter 5 — Engagement preparation.

Retention and duration

Lumos keeps your documents for the lifetime of your account. As long as your subscription is active, your archives remain accessible. This is useful in several scenarios:

Reference for a new mandate — your client comes back for a second inspection (for example pre-handover after a pre-purchase), you find the history easily.
Response to a legal request — a dispute several months or years after the inspection, you access the signed agreement and the report to support your position.
Commercial follow-up — analyzing past agreements and quotes to understand your pricing practices.

Best practices for off-Lumos retention

Lumos is your live source, but a backup is never useless:

Download the sealed copy of the signed agreement (or the version the client returns if they signed offline) and keep it in your usual archiving system (Drive, Dropbox, local folder, etc.).
Download the signed quote from Lumos for your accounting archives.
Save the final report when the inspection is delivered.

This dual archiving is insurance against occasional access issues and makes export to other systems easier (accounting, document management).

Current limitations

To set your expectations:

No consolidated view of contracts or quotes across all your projects.
No full-text search on the content of agreements or quotes.
No bulk export of PDFs (to export an accounting year, you go through each project).

A centralized contract management page is on the list of possible evolutions, with no committed timeline.