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Documents (Archives) Menu Overview

Article author
Learning Center Mekari
  • Updated

Mekari Sign provides an Archive feature for storing documents with final statuses that are no longer active. Documents can be moved to Archive when they have a status of Completed, Voided, Declined, or Cancelled and have reached the specified archive age limit. Documents that are still active or incomplete, such as Draft, Needs to Sign, Pending Document, and In Progress, will not be archived based on age. In addition, documents that are marked as Track as Contract will remain in Active, regardless of their age or archive status.

Important
Archive age is calculated from when the document reaches its final status. Completed documents will be moved to Archive after 2 years, while Voided, Declined, and Cancelled documents will be moved after 1 year.

When you log in to your Mekari Sign account, you will see the following information pop-up. You can click “Explore Archives” directly.

  1. Go to the Documents menu, then click the “Archives” option. 

  2. The Archives menu will look like the following.

    Details:

    No. Column Description
    1

    Download

    Button for downloading:

    • Reports in .csv format.

    • Document files within a specific time range/folder.

    • Signing reports

    • Document summaries

       
    2

    Status

    You can filter the list of documents to be displayed by status:

    • Select all (all statuses)

    • Completed

    • Voided (cancelled)

    • Declined
    3

    All year

    		 You can display documents within a specific time range.
    4 Search

    You can search for documents using specific keywords.

    If you search on the Active All Inbox page and the document you are looking for is not found, the system will display helper text informing you that the document may be available in Archive. Click the link in the helper text to go to the Archive page and continue searching using the same keyword.
    5 Document list

    Contains a list of archived documents. You can view the document name, status, and date the document was archived.
    6

    Actions

    This button is used to perform actions on documents, such as:

    • Resend: Resend the document.

    • Mark as contract: Mark the document as a contract.

    • Share: Share the document.

    • Manage tags: Manage tags on the document.

    • Download: Download the document.

    • Save to: Save the document to cloud storage.

    • Delete: Delete the document.

That concludes the overview of the Documents (Archives) menu. Next, learn about the Documents (Active) menu here.