Lexoffice Belege Archivieren [top] Page

Now you see only archived documents. You can open, view, or download them – but (except for adding notes).

Although lexoffice automates much of the filing, users should utilize the tagging system effectively. Grouping documents by project, vehicle, or department allows for easier retrieval during an audit. lexoffice belege archivieren

⚠️ : Archiving is irreversible in the UI. You can still find archived documents via filters, but you cannot “unarchive” them to the active view. Now you see only archived documents

October 26, 2023 Subject: Compliance, Digital Archiving, Workflow Optimization Grouping documents by project, vehicle, or department allows

Filter as shown above, then export the list (CSV) or download the PDFs. There is – just filter and use the normal export function.

Belege können per App von unterwegs gescannt und direkt in der Cloud gespeichert werden. 2. So funktioniert die Archivierung in der Praxis