PDF Documents

Using Auto Archive

Use Auto Archive if you do not intend to re-use your template. This will speed up your workflow and keep your Library tidy by clearing away used templates.

Switch on Auto Archive by uploading a template or visiting an existing one in the Library. Click on the template to begin template preparation and then visit the Edit page. The Auto Archive button is on the right under Template Options.

When Auto Archive is off your document will continue to be listed in the Library section of the site.

When it is switched on the template will be moved into the Template Archive the next time the document is sent out to be signed.