Have old Receipts, Bills & Invoices you no longer want to see BUT need to retain them for the future (just in case)? Then archive them today. 

Archived documents remain in your account and can be accessed at any time.
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2. From the REPORTS section, Select the necessary report and click on "Archive related Documents"
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*Please note that this trick works only for reports that were generated with a zip file of all images attached to this report.
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​**If you need to include Archived Documents in your Report, select "Include Archived Documents" in Advanced Reports settings 

Please check out instructions on how to Generate a report: https://faq.veryfi.com/en/articles/1639140-how-to-create-a-report

Change the BUCKET type (in the Documents filter) to Archived, and then press APPLY to reload the documents.

Archived documents will appear with an orange indicator on the left side of the row. 

From your INBOX, DOCUMENTS section using Bulk Actions, select all or necessary Documents and set Unarchive in Bulk.  

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​NOTE: Archived documents do not sync to any connected apps. Please make sure the selected documents have synced before proceeding.

Let's say you have a document that was already synced to QB, but later, you found that it was synced with the wrong category. To re-sync it to QB, you need to unarchive this document first, then make the necessary adjustments. Wait for a few minutes to make sure that the adjustment was synced to QB. Once synced, you can archive this document again.

How to Bulk assign / Bulk edit your Data
​How to Generate a Report
​How to Navigate your Veryfi Inbox
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If you have any additional questions, please reach out to our support: support@veryfi.com
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