Archiving Whole Docs, Pages, Folders

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I beseech the community to help me with my thinking…and what might be a basic ask.

I’m a freelance consultant and have created docs for each client, and then place them in a corresponding folder - so that I can collaborate with the client and partners.

Once the engagement is complete, I’d like to move all docs and pages to some sort of archive feature. My content isn’t typically data rich…I just need to get it out of my line of sight.

I thought I saw help references to an archive function but for the life of me I can’t find it.

Any thoughts are appreciated.

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I’m in the exact same boat…how to neatly move things to a closed or archive state

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Perhaps it was the “Hide” doc feature. But that feature has big limitations like you can’t hide a doc you own.

Unfortunately there is no archive feature but I would love one and have been wanting to post feature request…so I just did! Consider up voting it.

This is the pattern I’ve been using that helps cut down on doc noise for me. While not as good as an archive feature it helps as things have grown.

  1. Create a folder called “Archive”

  2. Then hover over the star and click it. This removes it from from the list of Folders to keep things tidy

  3. Place all archived docs in that folder
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  4. Manage all active docs via Starred folders (which show in the Folders list) and starred docs.

Perhaps some other power users also have some great suggestions on how to organize/manage docs as the number of docs grow?

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I usually recommend use of the Coda Doc List pack.
It will compile a list of your docs and the folders they are from, and you can then add columns of your own, like the status column shown below. You can also add any other meta data you would like to. E.g. an archive checkbox, and then you can filter all archived doc out of the view. You can add sub folder(s). The advantage of sub-folders here, is that the resulting structure can be non-hierarchical.

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The heading also refers to pages, and I would add tables and table entries.
There are various approaches

  • You can move pages to a different doc, or to a different area in the same doc.
  • You can put tables on a separate page, and then proceed as above. If you move it to a different doic, and delete in the original doc, be aware of the impact on the rest of your doc.
  • Table entries can have an archive check box, or be moved to an archive table, or moved to an archive table in a separate doc.
  • If you want to archive to a non-Coda format, there are various options to export to PDF or to CSV.

But, it’s just a ramble… :wink:
Rambling Pete

1 Like
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Have been looking for the pack you mention and can’t find it. Is “Coda Doc List Pack” the exact name I should be searching on?

Tom

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