Bulk archive is similar to a bulk delete function - it removes unused or unneeded files from your sources list. The key difference is that archived records can be retrieved if needed; deleted records cannot (which is why CaseFleet does not offer bulk delete). 

Archiving Records

To archive records, visit the Sources page. Once there you can select the sources that you would like to archive by checking the box to the left of the source name. After you have selected the sources that you would like to archive, click the "Edit Sources" button. The bulk edit source box will display and you can select "Archive Records" to archive your sources. 

Archived sources will not appear in search results. To view archived sources, you can select the Filter button and toggle between "Showing" and "Hidden" next to Archived Records at the top of the filter box. 

Restoring Archived Records

To restore archived records, use the filter to toggle to "showing" next to Archived Records. Then check the box to the left of the source documents you'd like to restore and click "Edit Sources". Once the edit modal pops up, scroll to the bottom and click "Restore Sources". 

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