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.

 How to Archive Documents?

  1. From your INBOX, DOCUMENTS section using Bulk Actions 


2. From REPORTS section, Select necessary report and Archive related Documents

*Please note that this trick works only for reports that were generated with zip file of all images attached to this report.

**If you need to include Archived Documents in your Report, just select "Include Archved 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

How to Access Archived Documents?

Just change the BUCKET type (in the Documents filter) to Archived and then press APPLY to reload the Archived documents.
Archived documents will appear with an orange indicator on the left side of the row. 

How to Unarchive? 

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



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

Other relater Articles that could be helpful:

How to Bulk assign / Bulk edit your Data
How to Generate a Report
How to Navigate your Veryfi Inbox

If you have any additional questions, please reach out to our support: support@veryfi.com

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