Step 1: Go to My Tasks  -> Mailroom on your Dashboard, and click on the item containing the documents you want to archive.

_{Navigating to Mailroom}

Step 2: The work item panes open. Go to the Unindexed Documentssection on the left pane and hover your mouse pointer on the document record. Click on the pencil icon to open the Detailsform of the document.

_{Details Page}

Step 3: Click on the arrow icon (>) next to the Detailsform. A pop-up window containing a single drop-down field appears. Use this field to select the folder you wish to place the document into. In this example, we are archiving the document into the Client Documentsfolder.

_{Document Archiving Drop-down Field}

Step 4: The respective Details fields for the Client Documentsfolder type appear. As shown in the image to the right, the form is updated to display the folder type. The folder type will determine which indexing fields are to be available for entry. (Refer to Step 3).

Step 5: The client filing cabinets follow a three-tier structure – Client Folder, Client Subfolder, and Client Document. So, a document must be filed into a subfolder.

_{Different System Displays}

Step 1: Click on the arrow icon (  ) next to Details section. From the pop-up window that opens, click on the Subfolder link.

_{Quick Navigation Links}

Step 2: Click the Add button in the Subfolder section.

_{Add Subfolder}

Step 3: To search for a subfolder, enter search criteria to filter down the results. Put a check-mark next to the subfolder you would like to add the document to and then click Select to add the selected subfolder(s).

_{Subfolder Search}

Step 4: The document is now present under Client Documents instead of Unindexed Documents. Click on the Archivebutton to remove the document from the Mailroom.

_{Archive Button}