You are able to archive documents from your Sorting Office widget but not fully remove them. When a document is archived it is never fully deleted from the platform, only hidden from view. How to archive a document? Click on the document to be archived – a pop-up will appear with the document information. Click the black ‘Archive Document’ button … Read More
What is the Sorting Office widget?
The Sorting Office widget is an area within the transaction that uncategorised documents can be held awaiting further direction. The documents in this section support a drag and drop functionality and can be dragged from the Sorting Office widget and dropped into the specific category type in the Documents widget and thus shared with the other side. They can also … Read More