Article Request

Are we missing something? Please submit an article request. We'll take a look and see if we can add it to our radar.

Please fill out the request form below and we will get to it as soon as possible.

  • Training Videos
  • Article Request
  • Home
  • Practice Management
  • Document Management
  • Managing Folders

Archive a Folder

Written by Avery Simmons

Updated at October 25th, 2021

Contact Us

If you still have questions or prefer to get help directly from an agent, please submit a request.
We’ll get back to you as soon as possible.

Please fill out the contact form below and we will reply as soon as possible.

  • Product Education Video Series
    Getting Started for Admins Getting Started for Staff Users Client Management Workflow & Automation Document Management
  • Practice Management
    Reporting Audit Log and Permissioning Time and Billing Document Management CRM & Client Portal Workflow and Advanced Reporting
  • Tax Resolution
    Collections Transcripts Notices
  • Guides for your Clients
    Files Set up Payments Mobile App To-do List
  • Integrations
    QuickBooks Online (QBO) IRS Transcripts Canopy Virtual Drive
  • Canopy Mobile App
  • Canopy First Steps
    Settings Managing Contacts Canopy Setup
  • FAQ
  • Canopy Updates
    Product Updates 2022 Product Updates 2021 Product Updates 2020 Product Updates 2019 Product Updates 2018
+ More
Table of contents

    Folders can be archived to declutter your workspace and remove folders that are no longer needed. Be aware that archiving a folder archives all of the files in the folder as well. To get started, click Contacts on the global navigation bar. Search for a contact on the slide-in menu, or continue to the Contacts List to select a contact.

    1. Select the file or folder you wish to archive.

    • Search for the file by typing the name in the Quickly find a file or folder search bar.

    2. Right-click the file.

    3. Choose Archive.

    • The archived file will no longer display on the screen.

    Was this article helpful?

    Yes
    No
    Give feedback about this article
    Related Articles
    • Apply a Folder Template
    • Duplicate a Folder Template
    • Create Folders
    • Edit Folder Templates

    Sign up for updates

    855.616.7305

    Products

    Practice Management Tax Resolution Pricing

    Company

    About Careers Our Team Contact Us

    Resources

    Support Training Videos Blog Ebooks & Guides Case Studies

    More

    Desktop AssistantIntegrationsDevelopersOur Mobile AppsAffiliate Program
    canopy-logo-white
    Canopy Status Terms & Conditions Privacy Google Data Use Disclosure

    Definition by Author

    0
    0
    Expand