How to Archive a Document

February 14, 2024 16:30

When a Document is no longer relevant or expired and you have a replacement, it is recommended to Archive it. This allows users to keep the data organized while knowing the information has been securely filed away should it be needed in the future.

This article contains the following:

Where to find the Archive option

Where to find the Archive option

Like many functions of TrustLayer, there are multiple ways to access the Archive button. Please see below the multiple options you have in order to archive a document:

Option A: From the Documents page, simply select the file(s) you wish to Archive and the button will appear. This is a good option when needing to select multiple documents.

Option B: On the Documents page, select the 3 Vertical Dots to the right of the document you wish to archive to see the Archive Document option. Once you see this option, you can select it.

Option C: From within the Parties page, select the Party for whom which you would like to archive a document. Then, click on the their Documents tab. Finally, then select the document(s) you wish to Archive and the button will appear. This is a good option when needing to archive multiple documents as part of one bulk action.

Option D: From within the Parties page, select the Party for whom which you would like to archive a document. Then, select the 3 Vertical Dots to the right of the document you wish to archive to select the Archive Document option.

Option E: On the Document Request Landing Page, you will see Archive button on the right side of the page. Simply click this button to archive the document. This is a good option when needing to confirm you are archiving the correct document for this Party.