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How to Bulk-archive Records from the Card Record Dashboard

Step 1: Navigate to ‘Card Records’

Log in to your IDMS account and click ‘Card Records’ from the navigation menu on the left. From the Card Records page, click “View Records” on the preferred card template.

Navigate to ‘Card Records’

Step 2: Filter Card Records (Optional)

You can optionally search, filter, or sort the card records on the Card Records page to find specific card records you want to archive.

Filter Card Records

Step 3: Select Card Records

Select the records that you want to archive. Select all records by clicking the checkbox at the top of the column or select individual records by clicking the checkbox next to each record.

Select Card Records

Step 4: Archive Card Records

After selecting all the records you wish to archive, open the Bulk Action dropdown menu and choose Archive Records. Then, click the Apply button to archive the selected records. A confirmation message will appear at the top of your screen once the records have been successfully archived.

Archive Card Records
Archive Card Records

That’s all it takes!

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