Archiving Documents

As a Community Owner, you may have documents that have been shared with you by your community members 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 altogether or unshare with you.

You can view documents that are archived by applying the Archived : Yes filter. On the supplier side, the user will see the message “[Community name] has archived this document. To Provide an updated version create a document and share it”: 

For more information on uploading documents to Connect, see this article.

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  button and select Archive Document. Click "Yes" when prompted.

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 4. You will see a success message appear in the top right of the page informing you that the Document has been successfully archived. You will also see "Archived" displayed on the document detail page. 

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.