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Auto-Archive Exported Documents
Auto-Archive Exported Documents
Lubica Jakubac avatar
Written by Lubica Jakubac
Updated over 2 months ago

Why Auto-Archive Can Be Useful

The Auto-Archive feature helps keep your workspace tidy by automatically archiving documents after they’ve been exported. This ensures that once your files are processed and exported to your accounting software, they won’t clutter your active document list, allowing you to focus only on documents that still need attention.

Accessing and Enabling Auto-Archive

  1. Click the 'Folder Menu' - 'Accounting & Automation' option

  2. Then, go to 'Workflow' and scroll down

  3. Click 'Enable' and 'Save' changes

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