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      Archive (Delete) a Document

      Contents

      • Overview
      • Pre-conditions
      • Steps
      • Notes

      Overview

      Find more information on how to archive (soft-delete) a document in Clausematch.

      To permanently delete a documexpoent from your platform, check out this article. 

      Pre-conditions

      • Document Level Permission: 'Owner'
      • System Level Permission: 'Create Documents', 'Edit Documents', 'Document Manager', 'Create Templates', 'System Administration'

      Steps

      1. Find the document on the dashboard.
      2. Click on a three-dot icon on the far right.
      3. Select Archive.
      4. Click Yes.

      Notes

      • The document will be moved to the Archived collection.
      • If the document was published on the Policy Portal, the document will effectively be unpublished and thus won't show to any user on the Policy Portal.
        • By this same token, if the document gets restored, the most recently published version shows again.
      • All of the following are removed/unlinked:
        • connections
        • categories and documents
      • Users will no longer be able to access the archived document nor will they see it on their dashboards.
      • Users will stop receiving any notifications about the document.