When you no longer require a sign-off template you can choose to archive it. Archiving a template gives you the ability to view and/or restore your old templates should the need arise.
Archive a sign-off template
To archive a sign-off template:
- Navigate to Tools > Sign Off Templates from your Felix dashboard
- Locate the sign-off template you wish to archive
- Hove over the more icon beside the relevant template
- Select Archive from the drop-down menu
- Click the Archive button
Warning: Archiving a template will remove it from all vendors who have not yet submitted their application.
View archived sign-off templates
To view an archived sign-off template:
- Navigate to Tools > Sign Off Templates from your Felix dashboard
- Click the Actions button in the upper-right corner
- Select Switch to Archive from the drop-down menu
Restore an archived sign-off template
To restore an archived sign-off template:
- Navigate to Tools > Sign Off Templates from your Felix dashboard
- Click the Actions button in the upper-right corner
- Select Switch to Archive from the drop-down menu
- Locate the archived template you wish to restore
- Hover over the more icon beside the relevant template
- Select UnArchive from the drop-down menu
- Click the UnArchive button
