Archive Files in the Vault | MOCS

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FAQ

Trainings

Procurement 101

Requirements Contract


Archive a Document

Learn how to archive a document in the PASSPort Vault.

Click the ellipsis to the right side of the document to be archived.

Select Archive in the drop-down menu.

Note: Documents cannot be archived if they are linked to a task or business process in PASSPort or have been shared with someone in another organization. The following message displays when attempting to archive a document that cannot be archived: "This document is currently sent and/or linked and cannot be archived."

A window will pop-up to confirm that you want to archive the selected document.

Click the Confirm and Proceed button.

A message displays to confirm the document was archived successfully.

Important: The archived document can no longer be viewed or accessed. To view an archived document, it must be restored.

Review Archived Document Details

To review the details of an archived document, click the Archived folder in the left-hand pane.

All documents that have been archived will display in the main Vault screen.

To review additional details about a document, click the ellipsis to the right side of the document.

Select View Details from the drop-down menu.

The Details section displays information such as Who Has Access, Created Date, Last Modified Date, Description, and Tags. Note: Archived documents cannot be viewed.

Click the Activity tab to view actions performed on this document, including when it was updated, archived, and restored.

Restore an Archived Document

Click the ellipsis to the right side of the document to be restored.

Select Restore from the drop-down.

This returns the document back to its original folder in the PASSPort Vault.

FAQ

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Click/tap or press the enter key on a question to display the answer.

Who can archive a Document?

All organizational users can archive documents.

What documents

cannot

be archived?

If a document is linked to a task or business process in PASSPort or has been shared with someone in another organization, it cannot be archived.

Can I link an archived document to something in PASSPort?

No, a document that is archived is not available to PASSPort actions. If the document is restored to the Vault, the document may be linked to a task in PASSPort.

Why can’t I view (open to view) an archived document?

An archived document cannot be viewed unless it is restored back to the Vault.

How many times can I archive and restore a document?

There are no limits as to how many times you can archive and restore a document.

Where does a document go when it has been restored?

A restored document returns to the original location where it resided.