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Restoring archived documents returns them to active document views in FYI. You can restore documents that are no longer required to remain archived, including documents that were automatically archived when a client was archived.
To restore archived documents, use Bulk Update to change their Filing status from Archived to Filed.
If an archived client has subsequently been marked as active again, you can use the same steps to restore any documents that remain archived.
Restoring documents using Bulk Update
Bulk Update can be run against a maximum of 10,000 documents at one time.
To restore archived documents:
- Open Documents, or select the Documents tab in the Client workspace, then select the Archived view.
- Select the documents you want to restore.
- Select Bulk Update from the toolbar. Alternatively, right-click the selected documents and select Bulk Update.
- Set Filing to Filed, then select Run.
The restored documents are returned to active document views.