Archiving Documents

As a Community Owner, you may have documents that have been shared by suppliers that are no longer relevant. Perhaps a supplier uploaded a document that you no longer require, or an older version was uploaded but now there is a new version. You can archive these documents to filter them from your default view. This allows you to retain records without requesting the suppliers delete them or unshare with you.

You can view documents that are archived by applying the Archived filter and toggling to Yes. On the supplier side, the user will see the message “[Community Name] has archived this document. Please refer to your to-do list to determine if any further action is required.”

For more information on uploading documents to Connect as a supplier, see the article Adding Documents (Community Member).

Steps for Archiving Documents

1. Click on Documents in the left navigation menu. Click on the Documents Shared With Me tab.

2. Click on the document you wish to archive.

3. Click on the ellipses in the top right corner and select Archive Document. Click "Yes" when prompted.

 4. When archived, there will be a red banner in the top right corner, indicating that the document is now in an archived status.

You can view this document in the list view by applying the Archived filter and toggling to Yes. To add an Archived column to your list view, click on the cog wheel in the corner.

Steps for Unarchiving Documents

1. Click on Documents in the left navigation menu. Click on the Documents Shared With Me tab.  

2. Click on the document you wish to unarchive.

3. Click on the button and select Unarchive Document. Click "Yes" when prompted.

4. You will see a success message appear in the top right of the page informing you that the Document has been successfully unarchived.