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Section 2: Performing Archive/Delete Actions

You can archive or delete documents individually or in bulk.

Archiving/Deleting a Single Document:

  1. Open the Document: Navigate to and open the document you want to archive or delete.
  2. Access More Actions: Click the ... (more options) button at the top right.
  3. Select Action:
    • To Archive: Click Archive.
    • To Delete: Click the Delete icon (trash can).
  4. Confirm (If Prompted): Confirm the action if a pop-up appears.

Archiving/Deleting Multiple Documents (Bulk Action):

  1. Select Documents: In the list/table view of the relevant submodule, select the checkboxes next to each document you want to archive or delete.
  2. Access Bulk Actions: A bulk action bar appears at the bottom of the screen.
  3. Select Status Change: Click the Status button within the bulk action bar.
  4. Choose Action:
    • To Archive: Select Archive from the status list.
    • To Delete: Select Deleted from the status list.
  5. Confirm (If Prompted): Confirm the bulk action.

What Happens Next?

The selected document(s) are moved to the Archived or Deleted status and will typically disappear from your default view.

End of Tutorial

You now know how to effectively manage old or unnecessary documents using the Archive and Delete functions!

Related How-To Guides: