How to archive and unarchive documents in Trade
Clean up your document lists in Trade with Archiving.
When you archive a document it's archived for all users in your company. When a document has been archived it will be removed from your transactions list and all actions, such as quote, are disabled. At any point you can unarchive a document.
🎟️ Note: Archiving is available for Trade Business customers only
How to archive documents
Archiving couldn't be simpler, you can archive just one document or bulk archive up to 50 documents in one go.
From your transactions list select the documents you want to archive, then click the archive button… that's it!
Viewing lists of archived documents
To access archived documents in your transactions list, tap 'add filter' and filter by archived documents only.
Unarchive Documents
From the transactions list follow the same process as you did for archiving - select the documents you wish to unarchive, then click the unarchive button.
Alternatively, when viewing an archived document, you can also click the unarchive button to unarchive the document.
🚨 Important: Should you refresh your page immediately after archiving or unarchiving you may see the documents re-appear. It can take up to 30 seconds for a document to be processed - just refresh your page again and it will be back to normal.