Archive a Document

It's a simple process to archive any documents. Once they're archived, they are put in a separate folder that is not intended to be used for regular access.

  1. Click the Documents icon in the top menu bar.
  2. Find the document you wish to archive. Use the search field or select one of the Document Groups in the left panel.
  3. Click the folder where you expect to find the document filed.
  4. From the list, click Edit in the document row.
  5. Click Archived in the Document Status field.
  6. Click Save to finish.

More about Archived Documents 

  • If you ever need to find your archived documents, they can be found by clicking on the Documents icon, then clicking Archived in the left side panel.
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