GUIDE
How to archive a document?
NOTE
Note: Archiving a document can be preset in settings. However, is for if it has been decided to move an executed document sooner than scheduled, follow the steps:
Step 1
Select your executed documents on the dashboard panel, find the executed document that you would like to archive.
Step 2
In the document menu, select the proper option and confirm that you would like to archive the document.
- In the archive section, you will be able to see document revisions, history, track document and more.
- An executed document can only be archived by its initiator. Once the initiating party moves the executed document to archive, it will also be moved to the partner’s archive.
- To preset archiving documents simply change it in user settings.
If you’re still having trouble, please email support@signonthego.us and one of our support staff will be able to assist you further.