As you continue to use dotloop, you will likely find that there are files, folders, and loops you no longer need or wish to file away for later. Documents and folders within loops cannot be deleted. However, they can be archived, or hidden, so that if the occasion arises where you need access to these important files, you can always retrieve them.
Documents and folders you have created in the templates section of your account can be deleted permanently though, by clicking on the three vertical dots next to the folder or document and choosing Delete from the menu. More on templates here. Follow the steps below to archive documents and folders in loops, or click the link below to jump down to unarchiving instructions.
Find and open the loop containing the document(s) you would like to archive.
To archive a single document, click on the overflow icon to the right of the document and select the Archive option from the dropdown menu.
To archive multiple documents at once, click on the checkbox to the left of each document, then on the Archive link at the top.
Note: When you archive anything, you are only archiving it for yourself and whoever is on your team. For example, if you archive a document, it will not archive in your client's loop, or another agent's loop, but it will be archived for your admin or anyone on your team in the loop.
Note: When you archive anything, you are only archiving it for yourself and whoever is on your team. For example, if you archive a document, it will not archive in your client's loop, or another agent's loop, but it will be archived for your admin or anyone on your team in the loop.
In the overflow icon to the right of the folder, click on the Archive option in the dropdown menu.
Note: When you archive anything, you are only archiving it for yourself and whoever is on your team. For example, if you archive a document, it will not archive in your client's loop, or another agent's loop, but it will be archived for your admin or anyone on your team in the loop.
Note: When you archive anything, you are only archiving it for yourself and whoever is on your team. For example, if you archive a document, it will not archive in your client's loop, or another agent's loop, but it will be archived for your admin or anyone on your team in the loop.
Unarchiving documents and folders
Click on the Show Archived link within the loop. This will display all archived documents and folders within the loop.
All documents that are currently archived will be highlighted at the bottom of the folder in grey lettering. To unarchive, select the Unarchive option from the overflow icon to the right of the document. To unarchive a folder, select the Unarchive option from the overflow icon to the right of the folder.