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Archiving a Project

Modified on: Mon, 12 Oct, 2026 at 4:22 PM

Minimum Software Version	8.18.10
Solution(s)	Cases International ✓ Cases US ✓ Institutions ⨉ Counsel ✓

Explains how to archive a project in Opus 2, manage existing archives, and restore a project from a snapshot, including how to download archives for offline storage.

Project archiving creates a snapshot of a project at a specific point in time, preserving critical data before major updates, migrations, or deletions. Archived projects are not visible in the system dashboard or project directory and can only be accessed by system administrators from the System Admin area.

Creating an archive

Step 1: Open the project

Open the project from the System Dashboard or the Project Directory.
Select the project name dropdown.
Select Project settings.

Step 2: Navigate to project actions

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

Step 3: Complete the archive details

In the Create archive dialog, enter a unique archive name.
Add a description with relevant context, such as the reason for archiving, significant milestones, or the date and project phase.
Select Create archive.

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

Managing archived projects

Viewing archived projects

Select the gear icon in the top-right corner of the platform to open the System Admin area.
Navigate to the Archives tab.
Review all archived projects listed in the table.

Downloading an archive

Select one or more archived projects using the checkbox in the leftmost column.
Select Actions > Download from the toolbar.

The archive downloads as a .zip file.

Uploading or restoring an archive

From the Archives tab:

Use the Upload button to upload a previously exported archive.
Use the Actions dropdown to select Unarchive to restore a project to the exact state captured at the time of archiving.

Related links

Related documentation

Opus 2 has help information accessible within the application; click the question mark and then select Documentation in the upper-right area of the platform. You can also access the documentation at: Opus 2 Support.

How to contact us

To contact us about the documentation, or if you have any other questions or issues about Opus 2 solutions, contact Opus 2 Platform Support by emailing Opus 2 Platform Support.