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Level 2
July 28, 2026
Solved

DMS - Archiving Clients & Folders

  • July 28, 2026
  • 3 replies
  • 44 views

I am an MSP that is working with a client that uses QB, Lacerte, DMS. At current, working with the DMS Archiving function. Selections were made for archiving. In the status window it displays the archiving status. Many clients / folders are not being archive. Status: Not Archived [Folder Locked]. I understand that relates to the Client folder having a password. 

My question here, is there a bulk operation that can be used to remove the password or disable the protection for these clients that are protected. I hope that this does not need to be done individually. 

Thanks

Best answer by Kathi_at_Intuit

Hi ​@lthibx we checked and there's no way to bulk remove the password or disable the protection for the clients that are protected in DMS.

3 replies

Kathi_at_Intuit
Moderator
August 7, 2026

Hi ​@lthibx we checked and there's no way to bulk remove the password or disable the protection for the clients that are protected in DMS.

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lthibxAuthor
Level 2
August 10, 2026

Hi ​@Kathi_at_Intuit . 

I’ll pass on the information to my client. 

Thanks for the info.

 

Kathi_at_Intuit
Moderator
August 10, 2026

@lthibx You’re welcome! 😃

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