Archiving allows you to remove records from active workflows without losing data. Instead of deleting items, they are safely stored in the Archive, where they can be reviewed, filtered, and restored at any time.
This is particularly useful for maintaining system performance, reducing clutter, and preserving audit history.
What Can Be Archived?
In Workever, you can archive a wide range of records to keep your active workspace clean while retaining important data. The following item types can be archived:
Assets
Contacts
Contracts
Invoices
Jobs
Purchase Orders
Quotes
Reminders
Sites
Archiving these items removes them from active views without deleting them, allowing you to restore them at any time when needed.
How to Archive
Single Archive
Open the record you want to archive
Click on the Archive button
Confirm the action
✅ The record will be archived and removed from active lists.
Bulk Archive
Navigate to the relevant module (e.g. Jobs, Quotes, Invoices)
Select one or more records using the checkboxes
Choose Archive from the action dropdown
Click Apply (if applicable)
Confirm the action
✅ All selected records will be archived at once.
Archived records remain safely stored in the system and can be restored at any time from the Archive page.
Accessing the Archive
To view archived records:
Navigate to Settings
Open Archive
Here, you’ll find a centralized list of all archived records across the system.
What Information Is Available
Each archived record includes key metadata to help you quickly identify and evaluate it:
Type – Record category (e.g. Contact, Contract, Asset)
Name – Record name or title
Customer – Associated customer
Item ID – Unique system reference
Archived By – User who performed the action
Archived Date – Timestamp of when the record was archived
View – Quick access to record details
This structure ensures full traceability and transparency across archived actions.
Filters
Use filters on the Archive page to quickly locate specific records and narrow down results:
Date Range – Filter archived items based on when they were archived:
All Dates
Last 7 days
Last 14 days
Staff Member – View records archived by a specific team member
Item Type – Filter by record type (e.g. Contact, Contract, Asset)
Customer – Find records associated with a specific customer
Once you’ve selected your filters, click Apply to update the results.
Unarchiving Records
If a record needs to be reactivated, it can be unarchived in just a few steps:
Single Unarchive
Locate the record in the list
Click View to open details
Click Unarchive
The record will immediately return to its original module and become active again.
Bulk Unarchive
For operational efficiency, multiple records can be restored at once using Bulk Unarchive:
Select one or more records using the checkboxes
Choose Unarchive items from the action dropdown
Click Apply
Confirm the action
All selected records will be restored in a single operation.
This is especially valuable when reversing bulk archiving actions or reactivating groups of records.
Archive Queue
The Archive Queue shows the status of background archive and unarchive processes for Contacts. Since archiving a contact can affect related records, these actions are processed in the background and tracked here.
From this page, you can monitor the progress and outcome of each operation, including whether it has Succeeded, is In Progress, or has Failed.
It provides full visibility into when the process started, when it completed, who requested it, and any errors if they occurred.
This ensures you can easily track and verify all contact-related archive actions in one place.
