Archiving a Document

Overview

This article contains information on how to archive unused onboarding documents and remove them from your Documents list.

Steps

Archiving Documents

1. Navigate to the Onboarding tab.
   
   
   
   
2. Select the Documents tab.
   
   
   
   
3. Locate the document you would like to archive.
   • You can use the top-level search or the Document column filter to help find the document.

   
   

4. Next to the document title, select Actions > Archive Document.
   
   
   
   
5. In the notification that pops up, read the warning and press Archive Document if you wish to proceed.
   
   
   
   

Unarchiving Documents

If you ever need to restore a document, you can retrieve it from the archive.

1. While on the Packets tab, select in the Document column header to open the filter menu.
2. Enable Show Archived Documents.
   
   
   
   Archived documents will show on the Document list with a .
3. Locate the document you would like to remove from the archive.
   • You can use the top-level search or the Document column filter to help find the document.
4. From the Actions menu next to the document name, select Unarchive Document.
   
   
5. The document will show on the Document list as a normal document.
6. If you wish, you can disable Show Archived Documents in the Document column filter to remove archived documents from the list again.