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Archive enabled Deal Room
Archive enabled Deal Room

Steps on how to request an Archive for an enabled Room.

Ciara Martin avatar
Written by Ciara Martin
Updated over a week ago

ℹ️This feature is only accessible to Admins.

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Room archives can be requested at any stage of a deal. They can be for the entire Room, including Q&A, or for part of the Room. Learn more about Archive types here.

⚠️Good to know: Archiving a Room, will:

  • not automatically close down the Room. Learn more about disabling a Room here.

  • not include an export of Workflow tabs. Learn more about exporting Workflow here.

    If the Room is enabled and you require an Archive link, follow the below steps:

1. Go to the Left menu. Under Manage, select Documents or under View, select Document index.

2. Under Actions, select Archives.

3. Select Create archive.

4. Under Create archive for, select either Admin only - full archive or the Team you would like the archive filtered by.

💡Tip: When selecting a Team in a filtered archive, you can choose to filter the documents by a particular sub-team within the parent Team or All sub-teams within the parent Team. If you do not want to filter by a sub-team or include all sub-teams, select No sub-teams.

  • Include in Archive - Filtered archives allow you to include any disabled documents that the Team is allowed access to. You also have the ability to only request documents or Q&A. Learn about disabled documents here.

  • Truncation type - Archives contain the full file path for every archived document. File paths are however limited to 260 characters in Windows computer. You may need to truncate the file paths by selecting one of the truncation types so that you can view them on your computer.

  • Select Create Archive

5. The Archive request will be confirmed, select Got it.

6. Once the Archive has been completed you will receive an email with the Archive download link. Select Download archive.

7. If you are not logged into the Room, you will be asked to login. The zip file will then automatically download.

⚠️Good to know: Archive links are valid for 30 days and can be downloaded by Admins on the Archives page at anytime. If you are forwarding an Archive link to a recipient, they will need to have access to the Room to be able to download the link. Learn more here.

How do I get a copy of the download link?

If you have not received the email containing the download link, you can now get a copy straight from the room itself.

Within creating an archive section, you'll notice an option called 'Copy link.' This handy feature lets you easily obtain a copy of the archive link, which you can then share with external parties. It's a convenient way to share the archive without any hassle!

Requesting USBs?

If you require the preparation of a USB Archive, please fill in this form and send it to [email protected].

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