If a document is no longer being actively worked on, you can archive it to reduce clutter and optimize the document management process.
Archive a document
Archiving a document will remove it from your Documents page, but it will remain securely stored in your account.
- Open your Documents page
- Check the box(es) beside the document(s) you'd like to archive
- Click the Archive icon that appears beside 'Actions'
All selected documents will be immediately archived and no longer visible from your Documents page. Archiving a document archives it on YOUR Documents page only -- other users' Documents pages will not be affected.
If you would like to "Archive" a document for all users:
- Remove all users' access to the document:
- Remove users from Share button
- Remove document from Folder (if applicable)
- Remove access tag from Summary Sheet (if applicable)
- Archive the document
View archived documents
Once archived, these documents will no longer be visible in your Documents page by default, but they are securely stored in your Concord account.
- Open your Documents page
- Click Filters
- Click Show archived
Alternatively, you can view all documents (including archived) by:
- Clicking Stages on the lefthand menu
- Clicking All
Unarchive a document
At any time, a contract can be unarchived and returned to your Documents page.
- Open your Documents page
- Check the box(es) beside the archived document(s) you'd like to unarchive
- Click Unarchive that appears beside 'Actions'
All selected documents will immediately move back to your Documents page.
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