---
title: How to Access and Manage the Document Archive
description: How to Access and Manage the Document Archive
---

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October 23, 2025

# How to Access and Manage the Document Archive

The document repository provides a centralized location where you can store, manage, and track all your documents. In addition to monitoring sent and signed files, you can also save drafts and upload documents for internal use.

#### In this article:

[Locate your document archive](https://knowledge.simplesign.io/en/how-to-access-and-manage-the-document-archive#Locatedoc)

[Adjust your layout](https://knowledge.simplesign.io/en/how-to-access-and-manage-the-document-archive#layout)

[Filter your documents](https://knowledge.simplesign.io/en/how-to-access-and-manage-the-document-archive#filter-documents)

[View document details](https://knowledge.simplesign.io/en/how-to-access-and-manage-the-document-archive#doc-details)

[Upload and create documents](https://knowledge.simplesign.io/en/how-to-access-and-manage-the-document-archive#upload-create-docu)

[Send documents for signature from the Document Center](https://knowledge.simplesign.io/en/how-to-access-and-manage-the-document-archive#Send-doc-for-sign)

#### To locate and manage your documents, follow these steps:

Open the Document Center from the top menu and select Documents from the dropdown.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-02-24-01-1181-PM.png?width=431&height=210&name=image-png-Oct-03-2025-02-24-01-1181-PM.png)

**Document Overview** 

A list of all documents, along with their current status, will be displayed.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-02-27-20-4274-PM.png?width=536&height=224&name=image-png-Oct-03-2025-02-27-20-4274-PM.png)

 

#### Adjust your layout

You can adjust the layout of the columns in your document overview.

To do so, click on the **three-dotted menu** to the left of the **New Document** button and select **Manage Columns**.![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-08-12-43-8921-AM.png?width=236&height=173&name=image-png-Oct-22-2025-08-12-43-8921-AM.png)

Here, you can choose to hide columns you don’t want to be visible by clicking the trash can icon next to the title, or drag and drop them to change the order.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-08-17-49-2923-AM.png?width=367&height=160&name=image-png-Oct-22-2025-08-17-49-2923-AM.png)

 

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-08-18-46-8969-AM.png?width=259&height=219&name=image-png-Oct-22-2025-08-18-46-8969-AM.png)

#### Filter your documents

- **Search and Filter** 
  
   Use the **search bar** or the **filter icon** (funnel symbol) in the top right corner to find specific documents. ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-02-30-53-4794-PM.png?width=319&height=208&name=image-png-Oct-03-2025-02-30-53-4794-PM.png)

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-02-31-30-2099-PM.png?width=454&height=241&name=image-png-Oct-03-2025-02-31-30-2099-PM.png)

- **Advanced Filter**
  
   Use advanced filters to sort your documents based on specific metadata.  
  ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-08-35-36-2537-AM.png?width=259&height=222&name=image-png-Oct-22-2025-08-35-36-2537-AM.png)  
  ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-08-52-08-3525-AM.png?width=178&height=246&name=image-png-Oct-22-2025-08-52-08-3525-AM.png)
- **Saved filters**  
  **Save your filters to quickly access the documents you need. Once saved, you can select your preferred filter from Saved Filters, and with one click, all relevant documents will appear.**

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-02-48-19-2003-PM.png?width=481&height=93&name=image-png-Oct-22-2025-02-48-19-2003-PM.png)

To edit or manage saved filters, click **Manage Filters** next to the gear icon at the bottom of the filter list, then click the three dots next to each title to edit.

 

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-02-49-17-6817-PM.png?width=392&height=122&name=image-png-Oct-22-2025-02-49-17-6817-PM.png)

- **Trash**
  
  Deleted signed documents are not permanently removed immediately. They are first moved to the **Trash**.

To find the Trash, click the **three-dotted menu** next to the **New Document** button and select **Trash**.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-08-53-52-9558-AM.png?width=268&height=170&name=image-png-Oct-22-2025-08-53-52-9558-AM.png)

 

To permanently delete or restore documents from the Trash, select the documents you want to manage and then click the corresponding green button in the **bottom-right corner** to perform the desired action.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-09-14-12-1951-AM.png?width=573&height=237&name=image-png-Oct-22-2025-09-14-12-1951-AM.png)

To go back to the document overview, click on list view.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-09-21-54-6163-AM.png?width=300&height=145&name=image-png-Oct-22-2025-09-21-54-6163-AM.png)

#### View document details

- **Access and Download Documents**
  
  Click on a document to view its details or download a **PDF** copy.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-03-2025-02-29-53-0074-PM.png?width=342&height=329&name=image-png-Oct-03-2025-02-29-53-0074-PM.png)

**In this document preview, you can:**

- **Get an overview** of the document information and fields.
- Under **Signature Request**, you can, among other things, edit the expiration date of the signature request.
- If a document has **not yet been signed**, clicking the document will open the **document editor**, where you can make updates or continue a draft.
  
  ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-09-54-14-6709-AM.png?width=670&height=327&name=image-png-Oct-22-2025-09-54-14-6709-AM.png)
- If the document **has been signed**, you’ll see what the recipient sees, including their activities and signatures.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-11-29-58-2009-AM.png?width=594&height=366&name=image-png-Oct-22-2025-11-29-58-2009-AM.png)

- Under **Participants**, you can change the recipient’s email for a sent document and access their individual document link if they’re experiencing issues with their invitation method.
  
  ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-11-32-27-4708-AM.png?width=486&height=395&name=image-png-Oct-22-2025-11-32-27-4708-AM.png)
- Under **Activities**, you can track document activity and view the audit trail in real time. You can also write internal comments, and if **Document Chat** is enabled, you can view the chat here as well.
  
  ![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-11-39-24-9747-AM.png?width=276&height=395&name=image-png-Oct-22-2025-11-39-24-9747-AM.png)

In the **top-right corner**, the **More Options** menu allows you to:

- Set internal reminders
- Reuse the document
- Access index data
- Revoke (if not yet signed)
- Download the document
- Delete or move to Trash

 

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-11-44-28-9892-AM.png?width=282&height=408&name=image-png-Oct-22-2025-11-44-28-9892-AM.png)

#### **Upload and create documents**

To upload a document to the Document Center for storage or internal use, click the green **New Document** button in the top-right corner. Then, choose whether you want to **create a new document** or **upload an existing file**. 

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-12-45-08-0768-PM.png?width=208&height=243&name=image-png-Oct-22-2025-12-45-08-0768-PM.png)

#### **Send documents for signature from the Document Center**

You can also send your documents directly from the Document Center.

Click **New Document** in the top right corner and select how you would like to create the signature request.

![](https://knowledge.simplesign.io/hs-fs/hubfs/image-png-Oct-22-2025-01-17-03-3907-PM.png?width=229&height=149&name=image-png-Oct-22-2025-01-17-03-3907-PM.png)

**You can choose to:**

**Create signature request** form scratch.

**Generate document** from a prompt or from a reference document.

**Use a template:** Use an existing template with pre-filled fields.

 

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