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How to archive a document?


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 and one of our support staff will be able to assist you further.