--- title: "Archive a Document in Documents to Process" slug: "archive-a-document-in-documents-to-process" description: "Archive documents in Documents to Process using the Draft Transaction screen Actions menu or bulk document selection." updated: 2026-01-21T04:54:54Z published: 2026-01-22T12:00:04Z canonical: "docs.restaurant365.com/archive-a-document-in-documents-to-process" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Archive a Document in Documents to Process 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](/doc/docs/documents-to-process-mark-as-archived) - Use this process when archiving from a completed transaction or when Capture AI is not enabled. - [From the Draft Transaction Screen](/doc/docs/archive-a-document-in-documents-to-process#archive-a-document-from-the-draft-transaction-screen) - The Draft Transaction screen is only available with [Capture AI](/doc/docs/ap-capture-ai). - Use this process when reviewing documents from the Draft Transaction screen. - [From the Documents to Process page](/doc/docs/archive-a-document-in-documents-to-process#archive-documents-from-the-documents-to-process-grid) - Use this process when archiving multiple documents. > This article references the [**new Draft Transaction experience**](/doc/docs/draft-transaction-details-update-2025), which is available to all users. > > Learn more about the [**New Draft Transaction Screen**](/doc/docs/draft-transaction-details). > > View **l**[**egacy Draft Transaction documentation**](/doc/docs/draft-transaction-sidesheet). --- ## 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](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-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](/doc/docs/user-setup-security-and-location-access). --- ## 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](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2)** Click **Review** in the document row.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ETKVLGSY.png) The [Draft Transaction](/doc/docs/draft-transaction-details) screen will open. ****3)** Click **Actions** to open the dropdown menu.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2CM9AH93.png) ****4)** Select **Archive.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-K0FH8OJ5.png) ****5)** Click **Archive** in the confirmation window.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-8EM7T6CB.png) View archived documents in the Archive, which is accessed from the [Documents to process page](/doc/docs/documents-to-process-page). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-RBDPRGLA.png) --- ## 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](/doc/docs/documents-to-process-page).** A) Open the **Accounting** application, B) Expand the **Accounts payable** category. C) Select **Documents to process**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-4GF6U7OG.png) ****2) Select the document(s)** to be archived.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-PYTG30Y8.png) ****3)** Select the archive button ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OZUWKDF8.png).** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-OR4PHQUL.png) ****4)** Review the confirmation, then select **Archive**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-62N8K0GI.png) View archived documents in the Archive, which is accessed from the [Documents to process page](/doc/docs/documents-to-process-page). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AN6LARLA.png) Access rights granted to users or user roles that dictate what actions they can perform within the system.