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Archiving contracts

Move documents you no longer need out of your workspace and into the custom storage space within your environment.

Jimmy Mooring avatar
Written by Jimmy Mooring
Updated over 2 months ago

Contents πŸš€



Introduction πŸ‘‹


Each workspace on Juro has a dedicated archive where they can move documents that are no longer needed.


Using the Archive πŸ’Ό



Moving a single contract to the Archive 🚚


To move a single document to the Archive:

1. Go to the document you'd like to archive on your Contracts homepage, click the 3 dots next to the document name and select Archive.

2. In the message that appears, click Yes to archive your document


Moving multiple contracts to the Archive 🚚 🚚 🚚


To move multiple contracts to the Archive in one go, you'll first need to create a table view with the selected documents.

Once you've done this, in your table view:

1. Select the relevant checkbox in the Document Name column: clicking the box directly next to the heading will select all of the documents in the table view. Then, select Archive.

2. In the message that appears, click Yes to archive your documents.


Moving templates to the Archive πŸ”½


Templates can be moved to the Archive using the same process as with Contracts.
​
The only difference is that the table view should be created and all of the above actions done in your Templates section.


Accessing the archive πŸ”‘


To access the Archive:

1. In the Documents section of your Contracts homepage, click Archive. (Archived templates will show in a separate archive under the Templates heading)

2. Click the 3 dots next to the relevant contract and select the next action for your document. Here you can choose to:

Restore it: to do this, click on the three dots on the individual contract and select Put back

Permanently delete it: click on the three dots on the individual contract and select Delete forever

To empty your entire archive, at the top of your page:

1. Click Delete archived documents.

2. Click Yes on the final prompt pop-up:

πŸ’‘ NOTE: Documents emptied from the archive are deleted permanently and cannot be restored.

πŸ’β€β™€οΈ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.

Alternatively, you can email your query to support@juro.com πŸš€

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