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Manually Archiving a Document or Questionnaire

You can manually archive any document or questionnaire in the Draft, Pending, or Published status.

Find and open the document or questionnaire you want to archive (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
Do one of the following:

If the document/questionnaire is in Published status, click , and then click Archive.

If the document/questionnaire is in Pending status, click Options, and then click the Archive.

(Conditional) If a new version of this document/questionnaire has been started and currently resides in the Draft, Collaboration, Review, or Approval status, you will see the following alert after clicking Archive.

Do one of the following:

If you decide not to manually archive this document/questionnaire but instead let it be automatically archived as soon as the new version is published, click Cancel.
To continue with archiving this document/questionnaire now, click Next.

In the large box, type a reason for archiving the document/questionnaire.

(Optional) Do any of the following:

By default, no one is notified that the document/questionnaire has been archived. The document owner's name is added as a suggested recipient, but will not receive notification via your organization's email system unless you select the name.
To add notification recipients, click Send Notifications To. To add writers, reviewers, or approvers currently assigned to this document/questionnaire, click the corresponding tab, and then select user names. To include any other user as a notification recipient, click the Other Users tab, and then select users by department or job title, or search for and select specific user names. When you're finished adding recipients, click OK.
The first 70 characters of your message text are automatically inserted in the Title box. Change the title text if desired.
If you don't want this change summary added to the discussion board, click to clear Post to Discussion Board. (The change summary will still be accessible from the Version History page of the document's/questionnaire's Overview tab. See About the Version History Page of the Document Overview for details.)
If the change summary is posted to the discussion board, anyone with access to the document/questionnaire by virtue of their role or system permission assignments can view the discussion. To restrict access to only those selected as recipients and administrators, select Make Private. (The change summary will still be accessible from the Version History page of the document's/questionnaire's Overview tab.)

Click Save.

Restoring a Manually Archived Document

An archived document or questionnaire can be restored as long as a new version of the document/questionnaire has not been approved.

Find and open the document or questionnaire you want to restore (see Searching for a Document or Questionnaire or Browsing for a Document or Questionnaire).
Click Restore.

Type the reason for restoring the document/questionnaire.

(Optional) To also add your typed text as a new discussion, select Post to Discussion Board.

Note: The change summary text is always accessible from the Overview, whether or not it is posted to the discussion board. See About the Version History Page of the Overview for details.

Click Yes to move the document/questionnaire back to Pending or Published status.

Note: When a document/questionnaire is restored to Pending or Published status, incomplete reading/completion tasks are reactivated. If the document/questionnaire was set to be due on a date interval (a specific number of days after the reading/completion task was assigned) or the Recurrence option was set, the interval starting date is reset to when the document/questionnaire was restored.