Account Archiving
Users can archive accounts that they no longer use or want visible to the company. Account archiving can be used to streamline your target accounts, while removing stale or incorrectly created target accounts.
Creating a new link or Space to an archived account will unarchive that account and links to archived accounts will continue to remain active and will continue to sync to Salesforce. Members have the ability to archive accounts that they have contributed to, and Admins will have the option to archive any account (see User Roles for more info).
Archiving will remove accounts from your:
- Account list page.
- Search results.
- Account pre-fills when creating links and Spaces
Steps to Archive/Unarchive Accounts
Accounts can be archived and unarchived from the Account list page anytime and archived accounts can be viewed by selecting the toggle at the top to include archived accounts. To archive/unarchive accounts,
- Go to the Account list page
- Choose the more options menu (
) - Select the option to Archive or Unarchive the account.
Contact Archiving
Users can archive contacts that are no longer relevant from the contact list page and from the contact pages. Contact archiving can be used to streamline your contacts, while removing stale or incorrectly captured contacts. Archived contacts can still be accessed from visit rows, visit emails, and anywhere they’re linked to in DocSend.
Receiving a visit from an archived contact will continue to sync visitor data into Salesforce and will not unarchive the contact. Members can archive contacts that they have contributed to, and Admins will have the option to archive all contacts (see User Roles for more info).
Archiving will remove contacts from your:
- Contact page list.
- Search results.
Steps to Archive/Unarchive Contacts
Contacts can be archived and unarchived from the contact list page. Archived accounts can also be viewed without unarchiving them by selecting the toggle at the top.
- Go to the Contact list page
- Choose the more options menu ()
- Select and confirm Archive or Unarchive contact.
Important: Receiving a visit from an archived contact will not unarchive the contact unless specifically managed on the Contact list page.
