Table of Content

Audit-proof documents

You can mark individual documents as audit-proof. This is necessary if, for example, you want to archive invoices and comply with the legal storage periods. You recognize audit-proof documents by the paragraph symbol in the column Status.

This is how it works

  1. Select the document you want to mark as audit-proof in the file list.
  2. Click on Edit > Audit-proof in the document options.
  3. Set the retention period and click on Next.
  4. Click on Confirm to store the document in an audit-proof manner and close the dialog.