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Archive a File or Folder

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 search bar.

2. Right-click the file, then choose Archive.


Delete an Archived File

1. Click on Archived files on the bottom left.

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

3. Go back to the active files by clicking Return to active files.

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