Archiving Documents and Templates

Is your dashboard loading slowly, or your document library getting cluttered? Use the Archive function to clear away unnecessary files.

Archived templates will be moved into deep storage and can be retrieved. For data deletion, please use the Organisation page.

To archive signed documents from the Dashboard:

1. Visit the Dashboard

2. Select the document

3. Click Archive

Templates can also be archived:

1. Visit the Library

2. Select the Template

3. Click ‘Archive’ on the dropdown box

Or if you have a large number of Templates to archive you can do so using the Multi-select toolbar.

1. Visit the Library

2. Select all Templates you  intend to archive

3. Click ‘Archive’ on the Multi-Select toolbar on the bottom of the screen.

Once archived Documents and Templates are available in the Archive.