Archive, Delete or Restore documents

Documents that are no longer valid or required can be archived. Once archived, documents are no longer visible in the document list, and won’t appear in search results.

Note: 
Only Promasters A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. and document owners can archive a document, and only if it’s not associated with a process.
If a document is still part of a process, you will need to edit the process and remove the document. Once the process is published, the document can be archived.

Archive a document

  1. Go to Documents > All Documents.
  2. Select the document you want to archive and click on the right of the document.
  3. Select Edit document properties.
  4. Click the red Archive button at the bottom left of the edit document properties dialogue window.
  5. The document will be removed from the document library and can be accessed from Documents > Archived.

Promasters and Business Analysts A user who can create and edit all processes if not restricted by permissions, view all reports and edit Roles and Responsibilities. can access archived documents, and Promasters can allow document owners to access the archive by disabling the Admin > Configure > Documents > Restrict archived documents setting. Promasters also have the right to restore documents from the archive.

Delete a document

  1. Go to Documents > Archived.
  2. For the document you want to delete: in the Edit column, click delete.

The document is permanently deleted. To see the list of deleted documents, see Document reports.

Restore a document

  1. Go to Documents > Archived.
  2. Select the document you want to restore and click restore.

The document is restored and can be accessed from Documents > All Documents.