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How do I archive a document?

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When a document has expired, but needs to remain in the system for historical and audit purposes, you can archive it.

  1. Select EQMS Document Manager from the Module Selector dropdown.



  2. From here click on Documents on the Menu Bar.



  3. Click Manage Documents in the side bar.



  4. You will be presented with a similar screen to this:



  5. You can then use the search tools at the top of the page to search for the document you want to archive.



  6. Once you’ve found the document, click on the Delete icon next to the document name to archive it.



  7. The following message will be displayed. Select OK to continue with the process or Cancel to abandon the action.



  8. You will then have to write a reason for archiving the document.



  9. Select OK to continue or Cancel to abandon the action.



  10. The document has now been archived.

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