How to archive a Document or Template

Archiving a Document or Template means removing it from your Dashboard or Library and placing it in long term storage. This keeps loading times fast and keeps your Dashboard tidy.

Documents are automatically archived 60 days after signing or manually at any time. Visit the document on the Dashboard and click ‘Archive’ on the top right of the document card.

Documents can still be accessed and downloaded from the Documents Archive.

To archive a Template:

1. Click ‘Library’ on the main navigation bar on the left.

2. Click ‘More Options’ on the right-side of the Template card.

3. Then select ‘Archive’ on the dropdown or multi-select multiple Templates.

4. Archive them on the multi-select toolbar.

Templates can be unarchived from the Archive and placed back in your library.

To visit the Archive:

1. Click on the ‘Archive’ button on the main navigation bar on the left.

2. Then click on the ‘Documents’ tab or the ‘Templates’ tab. 

Your Templates and Documents will be stored in your Archive until you choose to delete them or until their data retention period expires.