Add/Remove documents from Archive
Archiving documents helps keep your workspace space organized and clutter-free. This ensures that you can quickly locate and access the documents you need without sifting through irrelevant or outdated files. Allow the provided steps below to add and remove documents from the archive.
Adding Documents to Archive:
1. To begin, select the specific "Entity"
and "Document" you wish to archive.
2. Next, click on the "Change
Status" icon located at the top right corner.
3. Set the document status to "Close"
and confirm your selection by clicking "OK." Note the folder
icon's color change from green to red.
4. To complete the archiving process, right-click on the selected document and choose "Add to Archive." This action removes the document from the workspace and transfers it to the archive folder.
Removing Documents from the Archive:
1. Toggle the "Active" bar to "Inactive" to access your archived documents.
2. From the list of archived documents, select the document you wish to reinstate.
3. Right-click on the selected document and select "Remove from Archive." The document will be moved back to the workspace but the document's folder icon will be in red.
4. Choose the entity and the moved document again. Next, click on the "Change Status" icon located at the top right corner.
5. Set the document status to "Open" and confirm your selection by clicking "OK." and the folder icon's color will change from red to green.
By following these steps, you can effectively manage your document archive, ensuring it remains organized and free from unnecessary clutter, thus facilitating quicker access to pertinent information.
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