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Archiving Containers

The data pool provides an archive for documents and plans into which containers that are no longer relevant can be moved. Archived documents and plans are no longer available in the main views and therefore cannot be opened in error.

ARCHIVING CONTAINERS

To archive selected containers:

  1. Select the containers in the view you want to archive by clicking the checkbox to the left of the label. The selection of containers can also be done using a search function.
  2. Click the "Selected documents ..." and then tap the sub-item "Archive“.
  3. In the security prompt, confirm the archiving of the selected containers. Archiving is carried out.

Archiving can only be carried out for those containers that are also allowed to be edited by the user. Containers that are in the test run of a workflow cannot be archived. Documents and plans are stored in the archive in the same folder structure as in the main views. After the archiving has been completed, the action is confirmed in a status message.

Archived containers can be retrieved from the archive at any time. To restore documents and plans from the archive, you need to switch to the "Other - Archived Documents" view . Select all containers in the view that are to be restored and start the "Restore Selected Documents" function.