Aug 14, 2023
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- First, you'll need administrator access to activate the package called "Archive On Upload (Not Uploaded to Your Accounts Package)." This will allow you to archive documents.
- To add the package, go to the "Company Settings" and then navigate to "Package & Add-ons" section. You will find the Archive On Upload package available in the list, select it and activate the package.
- Next, you can turn this feature on for specific suppliers by heading over to their supplier rules and turning on the setting "Archive On Upload (Not Uploaded to Your Accounts Package)." Keep in mind that when you turn this on for a supplier, none of their documents will be uploaded to your accounts package. They will only be archived.
Note: Please be aware that when you turn this on for a supplier, ALL documents for that supplier will not be uploaded to your accounts package, they will only be archived.
Note: Once you click 'Upload Now' in your upload wizard and your documents get marked as 'Archived' this cannot be undone