Archive, restore, transfer, and delete documents
  • 11 May 2023
  • 2 Minutes to read
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Archive, restore, transfer, and delete documents

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Article Summary

This article provides answers for InVision V7

To confirm your version, check the upper right corner of your dashboard. On V6? Read this article instead.

Archive a document

NoteArchiving documents is a feature available to customers on the Pro and Enterprise plans in InVision V7.

While only the owner of a document can delete it, the ability to archive and restore documents is based on having editing access to that document, rather than on an individual's user role or global team setting. In addition to the document owner, anyone the owner has invited to edit the document can archive or restore it at any time.

If you want to archive or restore a document you can't edit, you’ll need to ask the current owner (or someone who has editing rights) to take care of it.

invision-v7-document-editing-permissioins.png

When inviting someone to a V7 document or sharing a document link, selecting the Can edit option also gives the individual permission to archive or restore the document. That said, only the document owner can permanently delete it.

Team owners and admins can archive and delete all freehands and prototypes in the account if the team sharing setting Allow admins to manage all documents and spaces is selected. For more information about team sharing settings, read: Configuring InVision V7 team sharing settings.

To archive a document:

  1. Open the Documents page (or the space that stores the document you want to archive).
  2. Hover over the document thumbnail, and select ••• More > Archive. A confirmation screen opens.
  3. Select Archive.

To bulk archive several documents:

  1. Open the Documents or Home page, and hover over a document you wish to archive.
  2. In the top left of the document thumbnail, select the radio button.
  3. Repeat these steps to select each document you wish to archive.
  4. In the toolbar at the bottom of the page, select Archive. A confirmation screen opens.
  5. Select Archive.

To archive a prototype from its overview page:

  1. In the top-right corner, select ••• More > Archive prototype. A confirmation screen opens.
  2. Select Archive again.

Restore an archived document

To restore an archived document in InVision V7:

  1. Open the Documents page (or the space that stores the document you want to restore).
  2. Select All documents > Archived only.
  3. Select the document you want to restore.
  4. Select Restore.

Transfer ownership of a document

Team owners and admins can change the owner of freehands and prototypes if the team sharing setting Allow admins to manage all documents and spaces is turned on. For more information about team sharing settings, read: Configure InVision V7 team sharing settings.

  1. Open the document for which you wish to change the owner.
  2. Select Share.
  3. In the Share menu, find the person you wish to make the owner.

    If the individual you wish to make the owner isn't in the menu, first invite them to the document.

  4. Select the person's current permissions and choose Owner.

Delete a document

Warning: Deletion is permanent and can't be reversed. We recommend archiving any document you may possibly need to restore later. If the owner decides to delete a document, they can't restore it later, and neither can InVision. The people with access to the document don't receive a notification if it's deleted.

To delete a document in InVision V7:

  1. Open the Documents page (or the space that stores the document you want to delete).
  2. Hover over the document thumbnail, and select ••• More > Delete. A confirmation screen opens.
  3. Select Delete.

To delete a V7 prototype from its screens overview page:

  1. In the top-right corner, select ••• More.
  2. Select Delete. A confirmation screen opens.
  3. Select Delete again.

Archive or delete screens

If you need to archive or delete specific screens from a prototype, read this article: Archiving and deleting screens in an InVision V7 prototype


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