Create a Document Archive

Use these steps to create a document archive.

To create a document archive:

  1. Under the Setup menu section, go to Document Archives > Document Archives.
  2. Click + Create Document Archive.
  3. In the Create Document Archive wizard that displays:
    1. Specify a title for the document archive in the Document Archive No. field. If you do not specify a value in this field, Maconomy will automatically assign a document archive number from the series specified for the company to which the document archive is assigned.
    2. Enter a description in the Description field.
    3. In the Company field, select the company to which the document archive should be assigned.
  4. Click Create Document Archive.