How to archive or manage your cases
What happens when you archive a case and how to manage your active case limit.
What does archiving a case do?
Archiving moves a case out of your active cases list and into the archive. It does not delete the case or its documents. You can still access an archived case to view your documents, report, and pack.
Archiving is the only way to free up an active case slot on the Free or Essential plan (which allow 1 active case at a time).
How to archive a case
- Go to Cases in the sidebar.
- Find the case you want to archive.
- Open the case, then click the options menu (three dots) in the top-right corner.
- Select Archive Case.
The case will disappear from your active list and appear under the Archived tab.
Can I unarchive a case?
No. Once a case is archived, it cannot be moved back to active status. If you need to continue working on that case, you would need to create a new case.
What about the data retention policy?
When you create a case, you can set a retention policy that determines what happens to your files over time:
- Keep: All files are kept indefinitely.
- Delete uploads after 30 days: Your uploaded files are deleted 30 days after the case is archived, but the case record, checklist, report, and pack content remain.
- Delete everything after 30 days: All case data including the report and pack is deleted 30 days after archiving.
Choose the policy that best suits your privacy preferences. For agency users managing client data, a deletion policy may help with data minimization obligations.