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Archive a File or Folder
Updated over a week ago

What's in this Article

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.


2. Right-click the file.


3. Choose Archive.

The archived file will no longer display on the screen.


Delete an Archived File

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


2. Select View archived files.


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

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