Help Center

Updating/Archiving/Restoring Forms

Forms that need to be updated and out of date documents need to be archived using the Archive Document functionality.

To have a document deleted, please contact our Help Center at 844.234.4357 or by clicking here to send an email.

Below are the steps to archive an active form on a profile.

  1. Click Manage Documents from the home page.
  2. Find the form that needs to be archived and click the ellipses (3 vertical dots) to the right of the form name to expand the options.
  3. Click the Archive icon from the drop down.
  4. The document will then move to the Archived tab. (To submit a new form, return to the home page)
  5. Click the Archive tab to view archived documents.

 

 

Below are the instructions to restore an archived form in the Manage Documents area:

  1. Click into the Archive tab.
  2. Click the ellipses (3 vertical dots) to the right of the document.
  3. Click Restore.
  4. The document will return to the Active tab unless that document type already exists in the active section.

Still need help? Submit a request.
Was this article helpful?
0 out of 2 found this helpful
Follow
Powered by Zendesk