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How to automatically archive all new documents from a customer?

Maxime avatar
Written by Maxime
Updated over a month ago
  • Go to the Customers & Suppliers menu.

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  • Make sure the Customers tab is selected.

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  • Click on a customer.

  • Tick the Automatic archiving without customer and accounting delivery box.

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  • Save.

Any document from this customer that gets uploaded to the platform will be archived automatically.

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