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How to archive a document

Archiving lets you remove documents from your overview and still find them later using a filter.

What is an archived document?

An archived document is a document that has been hidden from your document overview, so you can clean up your view.

Which documents can I archive?

Any document in a final status can be archived. Examples of a final status are:

  • Canceled

  • Duplicate

  • Paid

  • Marked as paid

How do I archive a document?

  1. On a document in a final status, click the ARCHIVE button in the upper right of the document view.

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  2. You are then asked to confirm that you want to archive the document.
    Click the ARCHIVE button to confirm.

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  3. Your document is now archived and hidden. If you want to see your archived documents, select the "Include archived documents" checkbox in the search filter.

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