Archive and restore
Documents reference: Archive and restore.
Archive
| Item | Behavior |
|---|---|
| Trigger | Archive in the toolbar or row menu. |
| Confirmation | "Archive Documents?" with Cancel and Archive. |
| Result | Documents leave the Document List; the count decreases; a message with a View Archived link appears. |
| Permanence | Reversible; not a permanent delete. |
Archived tab
Path: open Settings with the gear icon at the bottom of the left-hand navigation bar, then go to Master Data Settings > Archived > Documents sub-tab. Other sub-tabs: Trade Items, Location, Trade Partners.
| Control | Description |
|---|---|
| Table columns | Document ID, Document Name, Document Type, Company, Location, and more. |
| Move to Documents (row button) | Restores that document. |
| Actions > Move to Documents | Restores all selected documents. Shows "n items Selected". |
Restoring has no confirmation prompt. Restored documents return to the Document List with Recent Activity updated.
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