Archive templates and documents.

Gewijzigd op Do, 30 Apr om 2:59 PM

In Docfield, you can archive templates and documents to keep your workspace organized. Archived items disappear from the default view, but remain stored and can be restored later.

In this manual

Archiving and Restoring

Automatically Archive a Template

View Archived Items

Important to Know

Archiving and Restoring

You can archive a template or document in two ways:

Via the template or document itself (using the three dots (...) in the top-right corner)
Via the dashboard

Using the same option, you can also restore an archived item.

When archiving a template, you can choose to archive all linked documents as well. If you select this option, all associated documents will be archived automatically.

If you want to edit an archived item, you must restore it first.

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Automatically Archive a Template

You can set a template to be archived automatically on a specific date. Configure this in the template settings:

Go to the template settings
Enable automatic archiving
Choose a date

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View Archived Items

To keep your workspace organized in Docfield, you can archive templates and documents. Archived items are hidden from the dashboard by default, but can be shown again at the bottom of the page using the “Show archived” option.

An archived template can no longer be opened or used
An archived document can still be opened, but it cannot be edited

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Important to Know

Archiving a template is not the same as deleting it. Deletion is permanent and cannot be undone, while archiving is always reversible. Archived templates and documents cannot be edited.