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Manage Documents and Folders in Archive

Upload, organize, download, and delete signed contracts in your Archive. Create folders, add tags, and manage your contract library.

What Archive Is

Archive is the post-signing contract storage and management system in GetAccept's Contracts module. When you send a document and all required parties sign it, the signed document is automatically stored in your Archive. Archive serves as your centralized library for managing, organizing, and retrieving all signed contracts and agreements.

Archive is distinct from the Documents tab, which displays active and recently sent documents. Archive focuses specifically on storing and managing documents that have already been fully signed or uploaded for long-term contract management.

Note: Archive only stores fully signed documents, not active drafts or pending signatures.

Upload Documents to Archive

You can manually upload documents to your Archive at any time, whether they were signed through GetAccept or externally signed elsewhere.

Pro-tip: Manually upload externally signed contracts to Archive for a complete centralized contract library.

To upload a document to Archive:

  1. Navigate to Contracts in the left sidebar

  2. Click the Archive tab at the top

  3. Click Upload Document (or the upload icon)

  4. Select your PDF or document file from your computer

  5. Enter a document name

  6. Optionally add tags and select a folder for organization

  7. Click Upload to complete

Once uploaded, the document appears in your Archive and can be organized, tagged, and downloaded like any signed GetAccept document.

Create Folders in Archive

Folders help you organize documents by client, contract type, year, or any structure that works for your business. Create a folder structure before uploading documents to keep your Archive tidy from the start.

To create a folder:

  1. Go to ContractsArchive

  2. Click Create Folder (or the folder icon with a plus sign)

  3. Enter a folder name (e.g., "2025 Contracts," "Acme Corp," "NDAs")

  4. Click Create to confirm

Your new folder appears in the Archive folder list. You can immediately start moving documents into it or create subfolders for deeper organization.

Edit Folder Names

If you need to rename a folder, you can edit it at any time without affecting the documents stored inside.

To rename a folder:

  1. Open ContractsArchive

  2. Right-click the folder name or click the three-dot menu next to it

  3. Select Rename

  4. Enter the new folder name

  5. Click Save or press Enter

The folder name updates immediately, and all documents within the folder remain unchanged and accessible.

Move Documents Into Folders

Organize your signed documents by moving them into the folders you've created. You can move single documents or multiple documents at once.

To move a single document:

  1. Open ContractsArchive

  2. Click the document row or hover over it

  3. Click the three-dot menu and select Move to Folder

  4. Choose the destination folder from the list

  5. Click Confirm

To move multiple documents:

  1. Check the boxes next to the documents you want to move

  2. A bulk actions toolbar appears at the top

  3. Click Move to Folder

  4. Select the destination folder

  5. Click Confirm

Documents move to the new folder immediately and are no longer visible in their previous location.

Add Tags to Documents

Tags are labels you assign to documents for easy filtering and organization. You can apply multiple tags to a single document and filter your Archive by tag to quickly find contracts by category, status, client, or any custom label.

To add tags to a document:

  1. Go to ContractsArchive

  2. Click the document to open it or click the three-dot menu

  3. Select Add Tags

  4. Choose from existing tags or type a new tag name

  5. Click the tag to apply it

  6. Click Save or close the panel

To filter documents by tag:

  1. In the Archive view, look for the Tags filter panel on the left or top

  2. Click one or more tags to display only documents with those tags

  3. Remove the filter by unchecking tags or clicking Clear Filters

Tags appear on document rows, making it easy to see which documents belong to which categories at a glance.

Download Signed Documents

You can download individual signed documents or download multiple documents at once (up to 100 documents per bulk download).

To download a single document:

  1. Navigate to ContractsArchive

  2. Click the document or click the three-dot menu next to it

  3. Select Download

  4. The PDF downloads to your computer

To download multiple documents:

  1. Check the boxes next to the documents you want to download

  2. The bulk actions toolbar appears at the top

  3. Click Download

  4. Documents download as a ZIP file containing all selected PDFs

Important: You can download up to 100 documents at a time. If you have more than 100 documents, download them in batches by filtering by folder or tag first.

Delete Documents From Archive

When you delete a document from Archive, it's moved to a soft-delete state. You can recover deleted documents for a limited time, or permanently delete them if needed.

To delete a document:

  1. Open ContractsArchive

  2. Click the three-dot menu next to the document

  3. Select Delete

  4. Confirm the deletion

The document is removed from your active Archive view.

To recover a deleted document:

  1. Go to ContractsArchive

  2. Click Show Deleted Documents or access the Deleted tab if available

  3. Find the document you want to restore

  4. Click the three-dot menu and select Restore

  5. The document returns to your Archive

To permanently delete a document:

  1. In the Deleted Documents view, click the three-dot menu

  2. Select Delete Permanently

  3. Confirm , the document is permanently removed and cannot be recovered

Deleted documents are typically recoverable for 30 days before permanent deletion. Once permanently deleted, documents cannot be restored.

Archive Organization Best Practices

A well-organized Archive makes it easy to find, manage, and audit your contracts. Consider these best practices when setting up your folder structure and tagging system.

Folder structure by client: Create top-level folders for each major client or account, then create subfolders for contract type (e.g., "Acme Corp" → "Service Agreements," "Amendments," "NDAs").

Folder structure by time period: Organize by year or quarter (e.g., "2025 Contracts," "2024 Contracts") for easier historical reference and archival compliance.

Folder structure by contract type: Group by agreement category (e.g., "MSAs," "SOWs," "Employment Contracts," "Vendor Agreements") if your business handles many contract types.

Use tags for status and metadata: Apply tags like "Active," "Expired," "Renewal Pending," "Confidential," or "Executed" to quickly filter contracts by lifecycle stage.

Combine folders and tags: Use folders for primary organization (client or type) and tags for secondary filtering (status, department, or priority). This dual approach provides flexibility without creating excessive folder nesting.

Name consistently: Use clear, consistent naming conventions (e.g., "ClientName_ContractType_DateSigned") so documents are searchable and recognizable at a glance.

Bulk Actions for Document Management

Bulk actions let you manage multiple documents at once, saving time when organizing, moving, or downloading large numbers of contracts.

Available bulk actions:

  • Move to Folder , Select multiple documents and move them to a folder in one action

  • Download , Download up to 100 selected documents as a ZIP file

  • Add Tags , Apply the same tag to multiple documents at once

  • Delete , Delete multiple documents in a single action

To use bulk actions:

  1. Go to ContractsArchive

  2. Check the boxes next to the documents you want to manage

  3. A toolbar appears at the top with available actions

  4. Click the action you want (Move, Download, Add Tags, or Delete)

  5. Follow the prompts to complete the action

Pro Tip: Filter your Archive by folder or tag first to focus on a subset of documents, then use bulk actions to manage them efficiently.

Related Articles

For more information about managing contracts in GetAccept, see:

  • How to create and edit folders in Contract Management

  • How to edit a document in Contract Management

  • How to search for documents in Contract Management

  • How to download your signed documents in your Contract management

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