Creating & Managing Documents
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How do I archive or delete Documents as a Full Access Administrator?

Sometimes you no longer need a document or template. You can keep it stored while also removing it from active documents. Keep reading to find out how!

There are two ways that you can delete a document in GoCo, either from a specific employee's profile or from the Documents App. Use the links below to skip ahead. 

Archiving/Deleting from the Documents App

  1. Navigate to your Documents app, either from your Company Page by finding the card that reads Documents or from the Navigation tabs on the left side of your screen.
    Screen Shot 2023-02-27 at 2.51.03 PM
  2. Now find the document you'd like to update then click the ellipses button to display more options. In the dropdown menu, select Delete. 
    1. 🚨 FYI: You can only "Delete" documents that are not currently in use. Any documents that have already been sent to employees, can only be "Archived".

      Screen Shot 2023-02-27 at 2.58.38 PM 

  3. Before deleting, GoCo will ask you to confirm that you want to delete this template. If you are archiving a document, you will be asked if you want to keep the document on your employee's profiles or archive those as well. Screen Shot 2023-02-27 at 3.13.50 PM
  4. Make your selection and click Archive.

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

Screen Shot 2023-02-27 at 3.16.33 PM

Archiving/Deleting from the Employee's profile 

  1. First, find your way to the employee's profile from your Teams page. 
    Screen Shot 2023-02-27 at 3.20.58 PM
  2. You will be redirected to their profile. From here, find the card that reads Documents & located the Document you wish to update. Hit the ellipses button to display more options & then click either "Archive" or "Delete'".
    1. 🚨FYI: Archiving a document will simply move the document to "Archived", where you can still access. Deleting a document will remove it from the employee's profile & delete all records. 
  3. If you are deleting a document, you will be asked to confirm before deleting it.
    Screen Shot 2023-02-27 at 3.29.05 PM

Ta-da! You did it! 🎉

Please email with any further questions or comments. 💚