Archive Individual Records
Individual records can be “Archived” by selecting the red “Archive” option on the right corner of the record or document. When you click “Archive” you will be asked to confirm your desire to archive the record or document.
Archive a Profile
You can archive an entire profile by going to Profile Management in the Administration section. Select the red “Archive” option on the right corner of the record. When you click “Archive” you will be asked to confirm your desire to archive the record.
View Archived Record(s) and/or Profile(s)
You can view archived records or profiles as follows:
- Go to the Settings page of the Administration section.
- Select “Yes” in the “Show Archived” field.
- Navigate to a specific page to view archived records or go to Profile Management in the Administration section to view archived profiles.
Restore or Discard an Archived Record
When you have enabled the “Show Archived” setting on the Settings page of the Administration section, you will be given the option to “Restore” or “Discard” records that have previously been archived. If you click “Restore”, it will return the record to a standard viewing status. If you click “Discard”, you will be asked to confirm your desire to permanently hide the record.
IMPORTANT NOTE: Once you have discarded a record you will NOT be able to restore the record into your active database. Portions of the records may remain accessible by the database to ensure that the links in your tool remain intact.
Restore or Discard an Archived Profile
Enable the “Show Archived” setting in the Settings page of the Administration section. Return to the Profile Management page in the Administration section of the tool where you will now see the profiles that you have previously archived. You will see options to “Restore” or “Discard” the record. Click “Restore” to return the profile to active status. Click “Discard” to permanently hide the profile.
IMPORTANT NOTE: Once you have discarded a profile you will NOT be able to restore it into your active database. Portions of the profile may remain accessible by the database to ensure that the links in your tool remain intact.
Deleting Documents
You can delete documents from your database at any time by selecting “Delete” in the document viewer window. You will be asked to confirm the action because documents deleted from the database are permanently deleted.