Archive a person's document
A Paymaster can archive a document stored for a person. This continues to store the document electronically, but does not show the archived file in the default filter view.
By default, the Uploaded Documents pane is filtered to display active documents, but can be filtered to display archived files.
If you would like to remove a document completely from a person's document storage, see Delete a person's document.
This article covers:
Archive a document for a person
- Go to People > View People and select the person you want to upload documents for.
- Under the Personal Details sub-menu, select Documents.
The Documents page is displayed.
- In the Uploaded Documents pane, select the Closed Folder icon for the document you want to archive.
The Confirm Archive message displays.
- Select Archive.
The document is archived.
Access an archived document for a person
Archived documents are filtered out of the Uploaded Documents pane by default.
Paymasters and users with a Full Enquiry access role, for example Enquiry Only or Leave Approvals and Full Enquiry, can access the archived files.
- Go to People > View People and select the person you want to upload documents for.
- Under the Personal Details sub-menu, select Documents.
The Documents page is displayed.
- In the Uploaded Documents pane, select Archived Files from the Filter by dropdown list.
The table of documents in the Uploaded Documents pane displays to archived files.
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