How does automated archiving work?

Learn how to automatically archive contracts created from your templates

By setting up automated archiving for a template, all contracts created from that template are automatically stored in the correct folder.

Setting up automated archiving

To set up automated archiving for a template, simply

1. Click Templates in the top menu and choose the template that you wish to automate archiving for,

2. Click Archiving in the left-hand menu,

3. Choose the folder or subfolder that documents generated from the template should automatically be archived in and click the blue Save button.

Note: You need to create the destination folder or subfolder for automatic archiving before choosing it as an archiving destination. Only teams with access to a certain folder will be able to see and access the folder.