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Sage Intacct Paperless Help

Additional Administration Functions

Document Archiving: View and adjust documents set to be archived. See Archive Documents for more information.

Document Retention Holds: Place "legal holds" on documents to be protected from alteration or deletion.

Document Purging: Purge documents that have reached their document retention deadlines. See Purge Documents for more information.

License Management: Manage Sage Intacct Paperless licenses. View current activity and send messages to users. See License Administration for more information.

Manage Locked Files: Unlock files that may be locked due to client side issues. See Locked Files for more information.