Help article

Mass archiving your old documents

Your can mass archive your documents in SalesBinder very quickly and get that record space back to reuse for new records.

Updated February 27th, 2024
Your can mass archive your documents in SalesBinder very quickly and get that record space back to reuse for new records. This is often handy if you've been with us for a long time and now have a lot of old documents from many years ago and you only need to view them.

How to archive your orders

Just go to the list page for whichever type of document you want (such as invoice list, estimate list, purchase order list), then click on Tools Archive.

Mass archiving orders
Mass archiving orders

You'll be presented with a date option to select, which supports picking a date anywhere from 2 years ago or older. Once you select a historical date, you're presented a grand total of how many records will be archived. If you confirm that looks good and proceed, everything before that date will be archived and viewable in the Archived List.

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