Bulk archive is similar to a bulk delete function - it removes unused or unneeded records from your facts list. The key difference is that archived facts can be retrieved if needed; deleted facts cannot (which is why Casefleet only allows Administrators to use the bulk-delete feature).
Archiving Facts
To archive fact records, visit the Facts tab of your case. Here you can select the facts you would like to archive by checking the box to the left of each fact. If all visible Fact records are selected, you will see an additional button to initiate a bulk edit for all records matching currently set filters.
Once you have selected the facts for archiving, click the appropriate "Edit Facts" button. The bulk edit fact box will display and you can select "Archive Facts" to archive.
NOTE: Updating numerous records (1,000+) will require extra time to complete (~10+ minutes). Once the bulk update task is started, you will see an option to "Close Editor" on the bulk edit modal. This allows you to continue working in your case while the bulk changes are applied.
Archived facts will not appear in search results or reports. To view archived facts, select the Filter button and toggle the "Show archived records" checkbox at the top of the filter box:
Restoring Archived Facts
To restore archived facts, open the filter and select the "Show archived records" checkbox. Then select the boxes to the left of the facts you'd like to restore, and click the "Edit Fact" button. Once the edit modal pops up, scroll to the bottom and click "Restore Facts".
To learn how to use our other bulk edit features for facts, click here.