Archiving Documents

If a document is no longer being actively worked on, you can hide it from your Documents page/Inbox by archiving it.

Note that archiving a document only archives it from YOUR Documents page. Other users' Documents pages will not be affected.

Archiving a document

Archiving a document will remove it from your Documents page, but it will remain securely stored in your account.

• Navigate to your Documents page/Inbox
• Check the checkboxes beside the documents you'd like to archive
• Click the Archive icon that appears in the toolbar above the documents
• Archived documents will no longer be displayed in your Documents page/Inbox

Archiving a document for all users

Archiving a document only archives it from YOUR Documents page. Other users' Documents pages will not be affected. Archiving a document does not impact the access others have to the document.

To unshare/remove access to a document from other users

1. Navigate to the document you wish to remove user access from
   
   • To unshare a document, you need to be an internal participant on that document 
2. Select the Share button from the top-right corner of the page
3. Remove participants by selecting the down arrow icon on the right edge of the participants row
4. Select the Remove from document option from the dropdown menu

• Remove the document from a shared Folder (if applicable)

Viewing archived documents

• Navigate to your Documents Page
• Click Filters in the top left-hand corner to open the Filters menu
• Check the checkbox beside the Show archived filter

Alternatively, you can view all documents (including archived) by:

• Select All stage from the Stages section in the left sidebar. 

Unarchiving a document

1. Navigate to your Documents Page
2. Click Filters in the top left-hand corner to open the Filters menu
3. Check the checkbox beside the Show archived filter
4. Check the checkboxes beside the archived documents to be unarchived
5. Click the Unarchive action from the toolbar above the documents
6. Selected documents will be unarchived and immediately visible in the Documents page/Inbox again