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Archive & Restore

Recover archived requests, services, tickets, order forms, and documents

Archive & Restore

Supported records are archived using soft deletion. Workspace Settings > Archive brings archived requests, services, tickets, order forms, and documents into one place. Opening this page requires workspace-settings access; restore and permanent-delete actions also require the relevant permissions.

Restore a record

  1. Confirm the current workspace.
  2. Open Workspace Settings > Archive.
  3. Select the tab for the record type.
  4. Find the record using its title, number, client, or service details shown in the list.
  5. Choose Restore from its actions. For multiple records, select their checkboxes and use the bulk restore action.
  6. Return to the original list and check the restored record.

Restoring a record does not publish it or complete a payment. Check its status and settings before sharing it again.

Permanently delete

Choose the permanent-delete action for an archived record and read the confirmation before proceeding. Bulk permanent deletion is available for supported selections. Permanent deletion cannot be reversed from Archive.

Archiving a service is separate from cancelling its subscriptions. See Services and Subscriptions before removing an offering.

A record is missing

Check the workspace, tab, and relevant permissions. Archive covers the record types listed here; it is not an account, workspace, invoice, or general file recovery tool. A permanently deleted record will not appear. See Storage for file controls and Account & Workspaces for workspace/account deletion.