Minimum Software Version8.18.10
Solution(s)Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Archiving a project creates a point-in-time snapshot that preserves the project state and allows recovery if the project is deleted or modified. Archives are accessible only from the system admin area.

Why Archive your project?

Project archiving is designed as a safeguard to preserve critical project data at a specific moment in time. When a project is archived, a snapshot is created that captures the project exactly as it existed at that point.

Archived projects are not visible in the system dashboard or project directory and cannot be accessed by standard users. Only system administrators can view, download, upload, or restore archived projects from the System Admin area.

This functionality is especially useful prior to major project updates, migrations, or deletions.

How to Create an Archive

Step 1: Open the Project

  1. Open the project from either:
    • The System Dashboard, or
    • The Project Directory
  2. Click the Project name dropdown.
  3. Select Project settings.A screenshot of a computer Description automatically generated 

Step 2: Navigate to Project Actions

  1. From the top toolbar, navigate to the Actions tab.
  2. Select Create archive.

Step 3: Complete the Archive Details

In the Create archive dialog window:

  • Enter a unique archive name
  • Provide a descriptionthat includes relevant context, such as:
    • Reason for archiving
    • Significant milestones
    • Date or project phase

Click Create archive.

Example:
Archive name: Pre-Discovery Snapshot
Description: Project state prior to discovery document upload – April 2026

Managing Archived Projects

View Archived Projects

  1. Click the gear cog icon in the top-right corner of the platform to open the System Admin area.
  2. Navigate to the Archives tab.
  3. Review all archived projects listed in the table.A screenshot of a computer Description automatically generated 

Export an Archive

To download archives for offline storage:

  1. Select one or more archived projects using the checkbox in the leftmost column.
  2. Click Export from the toolbar.
  3. The archive is downloaded as a .zip file.

Example:
Export an archived project to store a compliance snapshot offline.

Upload or Restore an Archive

From the Archives tab:

  • Use the Upload button to upload a previously exported archive
  • Use the Actions dropdown to restore a project to the archived snapshot

Restoring a project returns it to the exact state captured at the time of archiving.


Regularly archive projects before making significant changes to ensure data integrity and provide a reliable recovery point when needed.