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Archive file in the Vault

You can archive a file currently stored in your Inbox or Outbox.

Note: Spend Dynamics automatically deletes files that are older than three months from the Archive and Outbox folders.

To archive a file in the Vault:

  1. From the main menu, select Administration > File Management > The Vault.

    The Vault appears in a separate window, defaulting to the Inbox.

  2. Click the files you want to archive to select them.

    Note: To select all files and archive them, click the Select all option at the top of the file list.

  3. Click Move at the top of the file list and select Archive from the folder list.

    The files are moved to the Archive folder.