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Archive forms

Workstream US app for Managers — Archive forms to stop future use while keeping active tasks, and view archived versions anytime.

Updated over a month ago

In the Workstream US app, you can archive forms that are no longer needed. Once archived, the form can’t be assigned to new team members, though any existing tasks using it will remain active until completed.

Archived forms can be viewed anytime from the forms menu under the Archived section.

  1. Open the Workstream US app.

  2. Tap Work, then Forms.

    Forms menu in the app.png

  3. Find and tap the form you want to archive.

  4. Tap 🗑️ Archive at the upper-right corner.

  5. Tap Archive form.

  6. To view your archived forms, go back to the forms home menu.

  7. Tap the three-dot menu •••, then Archived.

    Archive forms.gif

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