How to Archive a File

Overview

Welcome to the Papercare Working Papers help section. Archiving files helps accountants maintain an organised and clutter-free workspace. This feature allows you to move files that are no longer in active use to an Archive folder, ensuring that only the most relevant and current files are displayed on your dashboard.

How to Archive a File

Step 1: Accessing the Main Dashboard

To archive a file, begin by accessing the Main Dashboard. This is where you can manage all your files and access the archiving feature.

Step 2: Locating the Archive Button

Against every file listed on the dashboard, you will find an Archive button in red located on the extreme right. This button is easily identifiable and accessible for each file.

Step 3: Archiving a File

When you determine that a particular file is no longer needed for active use, click on the Archive button. This action will move the file to the Archive folder, effectively removing it from the main view.

Step 4: Maintaining a Clean Layout

Archiving files helps in maintaining a clean and organised layout of active files. This ensures that your workspace is focused and clutter-free, allowing you to concentrate on the files that are currently important.

If you have any further questions or need additional assistance, please contact our support team.