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Procure: Archive your Submission Room
Procure: Archive your Submission Room

Steps on how to request an Archive from a Submission Room.

Sam Melrose avatar
Written by Sam Melrose
Updated over a week ago

Submission Room archives can be requested at any stage of a deal through the procure platform. They can only be requested by administrators in the platform.

They can be for the entire Room, including Q&A, the Submissions 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 how to disable a Room here.

There are two archive options: a full archive (the entire Room) or a filtered version of the Room.

Option 1: Entire Room (full archive)

Full archives are suitable for internal purposes, not for sharing with any other parties. This is because they contain:

  • All files and folders (both Enabled and Disabled).

  • All questions and answers, including attachments and internal comments.

  • All uploaded Submissions

  • The Activity log by person report.

  • The Document views report.

Option 2: Filtered Room

Filtered archives of the Room are suitable for sharing with other parties, and can mirror what a Team in the Room can see. There are several options for filtered Room archives. Select from the following for inclusion in your Archive:

  • Team, which determine the files, folders, submissions and Q&A that are included.

  • Sub-team, which determine if the files, folders, submissions and Q&A are only to show one Sub-teams access or all Sub-teams sitting within the parent Team.

  • Disabled documents, which include files and folders that are disabled but allowed to the Team and Sub-team(s) selected.

⚠️Good to know: Including All Sub-teams in an Archive link will include the data and information of all Sub-team's within a parent Team. This means that all documents and Q&A for each Sub-Team within the parent Team will be merged and included.

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