Archiving of documents

The following can be archived...

Archiving after Posting

When the option Archive after Posting is enabled in the respective area (Purchasing, Sales, General Journal) in the Freeze Setup, the corresponding documents are automatically archived after posting. This includes:

• Purchase invoices, purchase credit memos, purchase receipts, purchase return shipments
• Sales documents
• General journal entries (the resulting G/L register is archived)

Archiving of Outgoing Documents

When Archive Outgoing is enabled, standard reports (e.g. printed invoices) are archived after posting. The print count is incremented in the process.

Archiving of E-Mails

When Archive Email & Attachments is enabled, email attachments sent via the BC email module are automatically archived. This applies to posted documents as well as quotes and orders.

Archiving of Incoming Documents

When Archive Incoming is enabled, incoming documents linked to a record in Business Central are archived.

Archiving of Linked Attachments

When Archive Attachments is enabled, all attachments within Business Central that are linked to the record are archived.

Manual Archiving (Quick Freeze)

On most document and master data pages, the Quick Freeze action is available as a FactBox. Users can manually archive files via drag-and-drop or the upload dialog. The files are directly assigned to the current record in the archive.