Table of Content

Audit-proof documents

The function Audit-proof offers you the possibility to protect documents from being changed for a certain time.
You can specify a date and protect your documents against changing and deletion until this date expires.
This is necessary if, for example, you want to archive invoices and comply with the legal storage periods.

This is how it works

  1. Select a file. 
  2. Click on the menu Edit.
  3. In the menu Edit you can find the sub option Audit-proof.
  4. Set the retention period. Select the number of years or enter the desired date. The date must, of course, be in the future and should be chosen to suit your retention periods.
  5. Check the selected documents for which the function is to be executed.
  6. Then, select Next.
  7. Follow the notes on auditing compliance and then select Confirm.


Once you have confirmed the dialog and the date has been saved, you can see in the info area of the document that the document has been saved in an audit-proof manner and until when it cannot be changed.

Note

As soon as a document is marked as audit-proof, the following points apply:

  • You cannot change the document until the date has passed.
  • You cannot change the date of the retention period.
  • You cannot delete the Auditing compliance property yourself.

Although you can mark an audit-proof document for deletion, the document is not deleted and the deletion is rejected. A corresponding message is displayed.

The auditing compliance function described here is not available in all tariffs.

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