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  2. Archive

Archive

Manage folders and files

  • Archive Export
  • Upload a file
  • Create a folder structure in the Archive
  • Send Email files to the Archive
  • Edit File name

Linked Documents

  • The linked documents section of the Archive
  • Save and retrieve VAT reports
  • Link a document to a company or contact in the CRM
  • Link a document to a supplier invoice or a journal

Settings

  • Trusted sender
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