Archiving Contractor Documents – Individually or Bulk Archive
If you have the bulk archive function enabled, you can choose between manually archiving individual documents or bulk archiving.
INDIVIDUAL DOCUMENT ARCHIVE
- Search for the contractor
- Go to the relevant document to be archived
- Click on the Archive icon
- Confirm Archive
BULK DOCUMENT ARCHIVE
- Search for the contractor
- Go to the relevant documents
- Tick the checkbox next to the Archive Icon for each document
- A blue ARCHIVE ALL button will appear on the top of the table
- Once all documents are selected click ARCHIVE ALL
- Confirm Archive
NOTE: Bulk Archive is an optional function, this will only be available to clients that have this feature enabled.