Archiving Documents

Community Owners can archive Documents that are no longer actively needed while still retaining them for historical reference.

Archiving helps reduce clutter in active Document views without requiring suppliers to delete or unshare the Document.

Common reasons for archiving a Document include:

• A newer version of the Document has been uploaded 
• The Document is no longer required 
• The Document is outdated but should still be retained for records 
• The supplier submitted the wrong Document 

Before You Begin

Keep the following in mind when archiving Documents:

• Archiving does not permanently delete the Document 
• Suppliers can still view archived Documents on their side 
• Suppliers will see a message indicating the Document has been archived 
• Archived Documents can be restored at any time 

Archive a Document

1. Navigate to Documents 
2. Select the Documents Shared With Me tab 
3. Select the Document you want to archive.
4. Select the options menu 
5. Select Archive Document 
6. Confirm the action when prompted 

After archiving:

• A red Archived banner appears on the Document 
• The Document is removed from default active views 
• The Document remains available through filters and search 

View Archived Documents

To identify archived documents, add an Archived column to the list view using the column configuration menu.

Filter by Archived:

1. Open the Document list view 
2. Apply the Archived filter 
3. Set the filter to Yes 

Reactivate a Document

Archived Documents can be restored at any time.

1. Navigate to Documents 
2. Open the Documents Shared With Me tab 
3. Filter for archived Documents if needed 
4. Open the Document 
5. Select the options menu 
6. Select Unarchive Document 
7. Confirm the action when prompted 

The Document is returned to active Document views.

Related Resources

• Document Types
• Managing Your Documents
• Reviewing Documents Shared with Me