Archiving documents moves them from the Documents to Process tab into the Archive. Archived documents are saved and can be restored as needed. Archive a document to keep it available in R365 without showing it in the Documents to Process list.
Documents can be archived in three ways:
From the split view of an accounting transaction
Use this process when archiving from a completed transaction or when Capture AI is not enabled.
From the Draft Transaction Screen
The Draft Transaction screen is only available with Capture AI.
Use this process when reviewing documents from the Draft Transaction screen.
From the Documents to Process page
Use this process when archiving multiple documents.
This article references the new Draft Transaction experience, which is available to all users.
Learn more about the New Draft Transaction Screen.
Security
Users must have the following permissions to archive documents:
Accounting:
Docs to Process → View Docs to Process Within Accounting
Docs to Process → Edit Docs to Process Documents
or
Operations:
Docs to Process → View Docs to Process Within Document Library
Docs to Process → Edit Docs to Process Documents
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Archive a Document from the Draft Transaction Screen
To archive a document from the Draft Transaction screen, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Click Review in the document row.
The Draft Transaction screen will open.
3) Click Actions to open the dropdown menu.
4) Select Archive.
5) Click Archive in the confirmation window.
Archive Documents from the Documents to Process Grid
To archive one or more documents from the Documents to Process grid, follow these steps:
Click steps to expand for additional information and images.
1) Navigate to the Documents to Process page.
A) Open the Accounting application,
B) Expand the Accounts payable category.
C) Select Documents to process.
2) Select the document(s) to be archived.
3) Select the archive button 
.
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