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Archiving a Document

Archive individual Documents in Qlutch, securing them in a read-only state to preserve historical integrity. Archiving ensures Documents cannot be altered, supports audits, and keeps your operational workspace focused and compliant.

1. Navigate to DocControl:

  • From BaseCamp, click on the DocControl module to view your library of Folders.
1. Navigate to Doc Control

2. Locate and Open the desired Folder, then click on the Document to Archive: 

  • Find and click on Folder housing the Document you want to archive, either from the Folders pane or the Browse Tree pane.
  • Once in Folder, click on the Document you want to archive.
2. Locate Document

3. Archive Document:

  • Click on the Hamburger Menu at the top right corner of the selected Document's pane. Then click Archive Document.
3. Archive Document

4. Confirm Archive:

  • You will be prompted to confirm this action since Archiving is permanent and cannot be undone. 
  • Acknowledge this warning that informs you this action will void any active actions and transitions pertaining to this Document instance by clicking the red Archive button.
4. Confirm Archive-1

5. Verify the Archive:

  • Once completed, the Document will no longer appear under Current tab.
  • To view Archived Documents, switch to the Archived tab at the top of the Folders pane.
5. Verify Archive