How to archive Documents, Document Types, & Facts

What does it mean to "archive" in Thomson Reuters Document Intelligence?

In Thomson Reuters Document Intelligence, Archiving a document, document type, or fact allows you to 'soft delete' that item without losing completely. Archived information can be restored by an admin or a user with appropriate permissions on a document. Archived information can still be searched for and viewed, but not edited, outside of a permanent delete. 

To archive a document type or fact type, go to the corresponding admin panel and select archive in the rightmost column of your management grid. The archived item will disappear from your view unless you select "Include Archive" at the top right-hand side of your grid.  

To archive a document:

In bulk - select the document or documents in your results grid, click "EDIT" in your bulk actions menu, and select the Archive/Restore option. Once applied the documents will be archived.

In the document view - In the top right-hand corner of the page select the actions menu, then click the Archive button. 

Still have questions? Feel free to reach out to our support team by sending an email to support@thoughttrace.com.