Archiving and Unarchiving Supplier Documents

This guide will walk you through the process of archiving and unarchiving supplier documents in oboloo. Archiving documents helps keep your records organized by removing outdated or no longer relevant documents from the active view without permanently deleting them.

Steps for Archiving Supplier Documents

Step 1: Access Supplier Documents

1. Go to the Supplier Management → Suppliers → Select a Supplier → Documents tab.

Step 2: Select Document to Archive

1. By default, the Archive column is not shown on the documents table. You can make this visible in the table by clicking the blue Columns button and toggling the Archive option.
2. Scroll down to the documents table and find the document that you would like to archive.
3. Click the Archive checkbox on the document record.

Tip: If you cannot see a checkbox under the Archive column, you will need to request access from your System Administrator.

Step 3: Confirm Archiving

1. Click on the Yes button to confirm archiving the supplier document.

Step 4: View Archived Documents

1. To view archived documents, choose Archived from the Archived Status dropdown menu above the documents table.

Tip: By default, only active documents are shown for a supplier when you go into their profile.

By following these steps, you can efficiently archive supplier documents in oboloo, ensuring that your document records remain organized and up-to-date.