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Archive or delete a policy

Archive a policy individually or in bulk, then permanently delete archived policies from the Policy Library.

Written by Diane Marshall

To fully delete a policy, it first needs to be put into an archived status.

Archiving

There are two ways to archive a policy.

Archive a single policy

To archive a single policy:

  1. Click anywhere on the row of the policy to open its policy card.

  2. Click the ••• menu in the top right of the card.

  3. Choose Archive.

Policy card ••• menu open in the top right with the Archive option highlighted

Archive policies in bulk

To archive several policies at once:

  1. Use the checkbox on the left side of the list of policies to select one or more policies.

  2. In the bulk action bar that opens above the grid, click the ••• menu.

  3. Choose Archive.

Note: If you have a policy card open, close it first so the bulk action bar's ••• menu is visible.

Deleting

If you just archived a single policy, its card is still open. Go right back to that ••• menu - you will now find an option to Delete Permanently. Click it and then confirm.

Open policy card ••• menu showing the Delete Permanently option for an archived policy

Find an archived policy to delete

If you closed the policy card, archived in bulk, or otherwise can't find your archived policy, enable the Show Archived filter:

  1. Click Filter.

  2. Click Show Archived.

Policy library Filter panel with the Show Archived option toggled on

Archived policies appear at the bottom of the list. If you're having trouble finding the policy you want to delete, use the magnifying glass to do a quick search for the name of the policy.

Delete policies in bulk

To delete several archived policies at once:

  1. Use the checkbox on the left side of the list of policies to select one or more archived policies.

  2. In the bulk action bar that opens above the grid, click the ••• menu.

  3. Choose Delete.

Note: If you have a policy card open, close it first so the bulk action bar's ••• menu is visible.

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