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Archiving paperwork

Archiving paperwork in Worknice removes it from active use while keeping the record stored for future restoring if needed. Archive paperwork that was created or submitted in error. Archiving paperwork removes it from historical data logging.

Don't archive superseded paperwork. Worknice person profiles track how data has changed over time.


Archiving paperwork

  1. Search for and select the paperwork item you want to archive.

  2. Click View to open the paperwork record.

  3. Select Archive.


Finding archived paperwork

You may need to find archived paperwork later, for example, to recover information.

  1. Go to Settings in the main menu.

  2. Find the Archive.

  3. Search for and select the archived paperwork.


Restoring archived paperwork

Archived paperwork can be reinstated at any time.

To restore an archived person, follow the below steps;

  1. Go to Settings in the main menu.

  2. Find the Archive.

  3. Search for and Restore the archived paperwork.


Important Notes

Account Owner users can archive and restore paperwork.


You're All Done!

If you have any questions, please reach out to our support team at help@worknice.com or through the help section in Worknice.