Archiving helps you keep your Request Docs dashboard organized by moving completed requests out of your active list. You can archive requests individually or in bulk, and restore them later if needed.

Accessing Request Docs

1. Sign in to the SmartVault Portal.
2. Select Doc Requests in the navigation bar.
3. Click the Request Docs tab.

Here, you can create new document requests, monitor client progress, send reminders, and archive completed requests.

Archiving a Request

You can archive a request once its status is Completed.

To archive an individual request:

1. Locate the completed request you want to archive.
2. Click More Actions next to the request and select Archive.
   

The request is moved to the archived list and no longer appears in your active dashboard.

To archive multiple requests:

1. Select the checkboxes next to the requests you want to archive.
2. Click More Actions in the top right and select Archive.

Viewing and Restoring Archived Requests

Quickly view and restore archived requests for audits, reviews, or additional work, ensuring no valuable information is lost.

To view archived requests:

1. In the Request Docs tab, click More Actions in the top-right corner of the page.
2. Select View Archived.
   

To restore archived requests:

1. In the Request Docs tab, click More Actions in the top-right corner of the page and select View Archived.
2. Locate and select the request(s) you want to restore.
3. Click Restore Request Docs.
   
4. The restored requests will reappear in your active list, available for any further actions.
5. Click Home in the navigation sidebar to go back to the Portal.