Deleting and archiving documents

Keep your workspace free of unnecessary documents through deletion and archiving. This guide explains when and how to use these features effectively.

Best practices

• Use deletion only for documents that should not have been uploaded to or created in Zudello
• Archive documents that were uploaded to Zudello, but processed manually to your ERP
• Review documents carefully before deleting or archiving
• Minimise use of bulk actions for deleting and archiving to avoid mistakes

Deleting documents

Deleting a single document

1. Open the document you want to delete.
2. Click ... at the top of the document.
3. Click the delete icon.
4. The document automatically closes after deletion.

Deleting multiple documents

1. Select the checkbox next to each document you want to delete.
2. Look for the bulk actions bar at the bottom of your screen.
3. Click Status.
4. Select Deleted from the options.

Archiving documents

We recommend archiving over deletion for documents that:

• Were uploaded to Zudello but processed manually in another system
• Need to be retained but no longer need to be processed
• Should be separated from deleted documents and documents that were pushed from Zudello into your ERP

Archiving a single document

1. Open the document you want to archive.
2. Click ... at the top of the document.
3. Scroll down and click Archive.
4. The document automatically closes after archiving.

Archiving multiple documents

1. Select the checkbox next to each document you want to archive.
2. Look for the bulk actions bar at the bottom of your screen.
3. Click Status.
4. Select Archive from the options.

Need help?

Contact your organisation administrator or Zudello support for assistance with document management.