This article explains how to archive a reference to hide it from the request, and how to restore an archived reference.
What is Archiving a Reference?
Archiving a reference allows you to hide a completed reference from a request without permanently deleting it. This is useful when:
A reference is no longer relevant
You received a duplicate reference
You want to temporarily remove a reference from view
Archived references can be restored at any time.
How to Archive a Reference
From the Reference Report:
Navigate to the Requests page
Click on the request containing the reference you want to archive
Click on the completed reference to open the Reference Report
Next to the referee's name, click the more options icon (three horizontal dots)
Select Archive Reference from the menu
A confirmation dialog will appear asking "Are you sure you want to archive this reference?"
Click Yes, Archive to confirm
You will see a success message confirming "Reference archived successfully".
How to Restore an Archived Reference
When viewing an archived reference, you will see a banner stating "This reference has been archived."
Option 1: Using the Unarchive button on the banner
Open the archived reference report
Click the Unarchive button displayed on the archived reference banner
Option 2: Using the menu
Open the archived reference report
Click the more options icon (three horizontal dots) next to the referee's name
Select Restore Reference from the menu
A confirmation dialog will appear asking "Are you sure you want to restore this reference?"
Click Yes, Restore to confirm
You will see a success message confirming "Reference restored successfully".
Important Notes
Archiving a reference does not delete it permanently
Archived references can be restored at any time
The archive/restore action is available on both completed references and uploaded PDF references
