Interfolio Help Center/Dossier/Adding and Managing Documents

Archiving or Deleting Documents

Max Swagler
posted this on August 20, 2012 06:19 pm

What does it mean to Archive my documents?

Archiving a document will remove it from your standard Manage Documents view and remove it from being available when sending a delivery. We recommend archiving old letters, outdated transcripts, and cover letters from past applications to help keep your Documents page neat and organized.



How do I archive a document?

There are two ways you can archive a document:

  1. Navigate to Manage Documents page, click the checkbox of the document you wish to archive, then click the Archive button at the top or bottom of your documents list.
  2. Click on the title of the document (which brings you to the Document Details page), then select Archive.

Where did my document go?

When you archive a document, the document will disappear from your Manage Documents screen by default (don't worry, it's safe.) To view your archived documents:

  1. From your Manage Documents page, look above your documents for the Show option, and click Archive (Check out the image below if you're having trouble locating it.) 
  2. Scroll down. Your archived documents should now display at the bottom of your documents list.

 

Screen_Shot_2012-08-20_at_6.02.49_PM.png




How do I un-archive a document?

To reactivate a document:

  1. Follow the instructions above to view your archived documents.
  2. Click on the title of the archived document (this will bring you to the Document Details page) and click the un-archive.

Screen_Shot_2012-08-20_at_6.16.50_PM.png

How do I delete a document?


To delete a document:

  1. From Manage Documents, click on the title of the document.
  2. From the Document Details page, you will see two options, Archive and Delete. If you included the document in a past delivery, you will only see the archive option.

If you delete a document by mistake, contact us <help@interfolio.com> and we'll retrieve the document for you!