[Admin] Archiving Documents

Sometimes you no longer need a document or template. You can keep it stored while also removing it from active documents!

If you'd like to archive a document, here's how:

Documents Manager

From the Company Page find the Documents card, then click Manage.

Next, Find the document you'd like to archive then click the more options icon. In the dropdown menu, select Archive

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When archiving a template that has been used before you will be given the option to archive just the template or all documents associated with it as well:

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Make your selection and click Archive.

This will place the document into the Archived Templates section at the bottom of your Documents Manager.

If you want to archive a specific employee document:

Go the the Documents card on the employees profile then find the document you'd like to archive and click the more options icon. In the dropdown menu, select Archive. This will place the document into the Archived section toward the top of the employees Documents card.

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You did it! 🎉

 

Please email help@goco.io with any further questions or comments.