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Archiving or unarchiving a workpaper

Hannah Olsson avatar
Written by Hannah Olsson
Updated over a week ago

The below article explains how to archive or unarchive a workpaper in Cimplico Workpapers.

Archiving a workpaper

You can’t archive a workpaper from within it. Instead, you’ll need to do this from one of the following pages:

  • Entity Overview

  • Group Overview

  • Firm Workpapers list

  1. Go to the page where the workpaper is listed (Entity Overview, Group Overview, or Firm Workpapers list).

  2. Select the checkbox to the left of the workpaper name or select multiple if needed.

  3. Select Archive (the button will appear in red once a workpaper is selected).

⚠️ Note: At the moment, you can’t delete a workpaper - you can only archive it.

Unarchiving a workpaper

You can’t unarchive a workpaper from within it. You’ll need to unarchive it from one of the following pages:

  • Entity Overview

  • Group Overview

  • Firm Workpapers list

Follow this process:

  1. Go to the page where the workpaper is listed (Entity Overview, Group Overview, or Firm Workpapers list).

  2. Set the filter to Status = Archived so you can find the relevant workpaper/s.

  3. Select the checkbox to the left of the workpaper/s name.

  4. Select Unarchive.

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