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How do I archive 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:

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