The Archive feature allows you to focus only on what you’re currently working with, while keeping older documents safely stored and accessible when needed.
This is useful for files from closed accounting periods or documents that have already been exported but still need to be retained for future reference.
How to archive files you no longer need to work with
Select documents in your folder, and click on the Archive button. This removes the selected documents from your All Files view and moves them to the Archive tab. Archived files remain safely stored and accessible at any time.
If you change your mind later and decide you want to work with the documents again, you can Unarchive them. They will then reappear in your All Files tab.
To unarchive go to the Archive tab, select the the documents you want to move back to your All Files tab and click 'unarchive'.
You can automate the archiving of exported documents using the Auto-Archive feature.
The Auto-Archive feature helps keep your workspace tidy by automatically moving documents to the Archive tab once they’ve been exported. This way, your All Files tab stays focused on documents that still need your attention.
Auto-Archive is enabled by default, but you can change this setting in your Folder Settings. More on Auto-Archive here.
If you wish to permanently remove files from your account instead, you can choose to Delete them.