How to Archive Files

How to Archive Files

  1. Click Files on the left-hand side of the screen
  2. Click the checkbox next to the files you'd like to archive
  3. Scroll to the bottom of the page
  4. Click the Archive icon at the bottom of the list

Note: Archived files can be found by clicking the Active filter and selecting Archived.  Files archived on the firm-side are not archived for the client. 

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