This article will show you the steps required to send previously published files to your Archive, or to move a file from the Archive back to the Inbox. The Archive feature is useful for clearing your Inbox of historical documents!
How to Archive a Document
Click the boxes next to the items in the inbox. You can click these individually or you can select all by clicking the box at the top left corner.
After you select your files, you will need to click the Actions drop-down menu where you will see the option to Archive the items (you will also be able to Reject, Move, and Publish the invoices here if necessary).
Once you select Archive, your invoices will move to the Archived folder.
How to Unarchive a Document
To move one or more documents back to your Inbox, please follow these steps:
Click the box to the left of any document to tick it.
An Actions drop-down menu will appear near the top of the folder. When you click on it, select Unarchive to send the file(s) back to the Inbox.
Related Articles
If you would like your invoices to automatically move to the Archived folder after publishing to your accounting software you can check out this article here.
Last edited:
Apr 27, 2023, 07:00 AM