Archiving and Unarchiving Documents

Overview:

In this article, we will show you how to manually archive and unarchive document lists. 

When a document list is archived:

• Only in-progress documents are moved to waived status.
• Documents in pending review remain intact.
• All previously uploaded document versions remain accessible in the document log if needed.
• Only admins with Accounting or Commission permissions will be able to archive the documents manually. 

Important to Know: The system does have an automatic archive process. This will happen to Listing and Transaction Documents when:

• Listing and Transactions are in closed or canceled status
• Listing and Transactions have been closed for 30 days. 
• If the documents list is archived through our automatic archive process and a document needs to be added, only users with Accounting or Commission permissions will be able to unarchive the documents. 

Please find the available resources below.

Quick Reference:

Link to Full Step-by-Step Guide