This article explains how to archive and unarchive a workpaper in Cimplico Workpapers.
What you can and can’t archive
You can archive an open workpaper.
You can’t archive a completed workpaper.
Completed workpapers automatically drop off your open workpaper list, so you usually don’t need to archive them to show they’re finished.
If you need to archive a workpaper that’s already completed, you must re-open it first, then archive it.
Archiving an open workpaper
You can archive a workpaper from any of these pages:
Entity Overview
Group Overview
Firm Workpapers list
Steps
Go to the page where the workpaper is listed.
Select the checkbox to the left of the workpaper name (you can select multiple workpapers).
Select Archive (this button appears in red once a workpaper is selected).
ℹ️ Note: You can’t delete a workpaper at the moment — you can only archive it.
Unarchiving a workpaper
You can unarchive a workpaper from any of these pages:
Entity Overview
Group Overview
Firm Workpapers list
Steps
Go to the page where the workpaper is listed.
Set the filter to Status = Archived to find the workpaper(s).
Select the checkbox to the left of the workpaper name(s).
Select Unarchive.
