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How do I archive and delete my policies?

A quick guide on managing your policies

 

To Archive a live policy:

  1. Go to Policies & Docs and select the All Docs tab at the top.

  2. Find the policy you wish to delete and select the meatball menu (⋯).

  3. Select Archive. The policy will no longer appear under Live policies. It will be moved to the Archived tab.

  4. You can access and reinstate the archived policy to the All Docs tab by selecting the Unarchive icon:

  5. To delete the policy click the trash bin icon. Deleted policies cannot be restored. 

Note: after a policy has been archived and deleted, the next draft you create will use the same version number as the one that was deleted.
Example: If your live policy version is 1.5 and you delete it, the new version stays at 1.5.

If you have any further questions, just open a chat with us, we are here to help.