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Archiving or Deleting documents from the Documents tab

Use this option when you need to archive or delete a document template.

Archive Documents

  1. Go to Team View, then Documents.

  2. Find and select the Document template you want to archive.

  3. Select the three-dot menu (•••) in the right corner of the document, then select Archive.



View or restore archived documents

You can also view and restore archived documents. Here's how:

  1. Select the Show archived toggle.

  2. Select the Unarchive button beside the three-dot menu (•••) next to the document you want to restore.



Delete or restore deleted Documents

You can also delete and restore archived documents. Here's how:

To Delete documents:

  1. Select the three-dot menu (•••) from the row of the decument you want to delete.

  2. Select Delete from the drop-down menu.


⚠️ You can only restore deleted documents 30 days from the date of deletion before they are permanently deleted.



To Restore deleted documents:

  1. Select the three-dot menu (•••).

  2. Select Trash from the drop-down menu.

  3. Select Restore.


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