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Archive a File or Folder
Updated over 4 months ago

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Folders can be archived to clean up your workspace and remove folders no longer needed. Archiving a folder will also archive all of the files in the folder.

To get started, click Clients on the global navigation bar. Search for a client on the slide-in menu, or continue to the Client List to select a client.

Archive a File or Folder

1. Select the file or folder you want to archive.

Search for the file by typing the name in the Quickly find a file or folder search bar.

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2. Right-click the file.

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3. Choose Archive.

The archived file will no longer display on the screen.

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Delete an Archived File

1. Go to the three stacked dots on the top right-hand side.

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2. Select View archived files.

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3. Right-click on a file and click Permanently delete.

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