Pipeline and tasks
It disappears from the columns, not from Doxario. The card menu offers “Archive” and “Mark as lost”; both take the card off the board, because the board is a working list and a closed case distracts from the live ones.
To bring it back, use the “Closed” filter: switch it from “Active only” to “Including closed” and the card reappears, with “Restore” in its menu.
The stage is preserved. That is why there is no fifth stage called “Lost”: for analysis, what matters is precisely which stage a case failed at — in negotiation, or only at the notary. As a stage of its own, that information would be destroyed.
A closed case also stops generating tasks and weekly obligations.
AI-assisted tools were used in preparing these FAQs; the content was subsequently reviewed and approved by the Doxario editorial team. They reflect the general state of the law as at the review date shown and do not constitute individual legal or tax advice. To assess your own case — particularly where complex structures are involved (offshore companies, trusts, foundations, communities of heirs) or where the new EU rules leave room for doubt — we recommend consulting a lawyer specialising in Spanish anti-money-laundering law and, on tax questions, a tax adviser. Doxario accepts no liability for decisions taken solely on the basis of these FAQs.
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