Archive Duplicate Onboarding Documents

You can archive duplicate Onboarding Documents either individually or in bulk.

To archive a document:

  1. On the Onboarding Queue screen, click .
  2. On the Onboarding Details screen, follow these steps:
    OptionDescription
    To archive a single document Click the Archive Onboarding Documents & Forms button under the Actions column.
    Archive two or more documents Select the document check box of the documents you want to archive, and then click Archive Onboarding Documents & Forms menu button.
  3. On the Archiving modal window, enter the Archive Note or the reason for archiving the document(s).