Archiving
How to archive and restore and report on archive. Archive does not remove items it only makes them inactive and hides them from the main view. You can bring back archived items at any time.
Archiving can be done in 3 ways providing you have archive privileges.
Option 1 from within the item.
Open the item you want ot archive, then under File select Archive.
Option 2 from the main grid. Ideal for doing a mass archive of filtered results.
Select the items you want to archive, then under the File menu select Archive.
Confirm options 1 and 2 by clicking OK.
Option 3 from the admin section
For the module containing the items you want ot archive under the Data section select the data type
Then select the items you want to archive and from the menu at the foot of the page select Archive records. This will instantly archive your data.
To Restore archived data or find items that have been archived.
In the admin section go to the module containing the items you want ot archive under the Data section select the data type
From the top corner filter, set Archived to yes.
Then select the items you want to restore and from the menu at the foot of the page select restore archive records. This will instantly restore your data.