The ‘Archived’ tab displays all of your documents that no longer require user action. They will each be paired with a green checkmark to indicate that the document has passed through ‘Processing’ and ‘Review’ tabs successfully, and/or has been published to your downstream integrations.
Your documents may be going straight into ‘Archived’ and skipping the ‘Review’ tab for one of the following reasons:
1. Your trial has ended and your account hasn’t been upgraded yet.
The following link goes over how to pay for your own Hubdoc account.
2. Auto Archive checkbox is selected
Bank statements and other documents automatically fetched from a direct connection with no configured destinations will by default have the 'Auto Archive' checkbox selected. If you wish for these statements and other related documents to arrive in your 'Review' tab before being archived, uncheck the box next to ‘Archive documents with no configured destinations’. This works on a supplier-by-supplier basis. You will have to go through each connection and sub-account individually to uncheck the ‘Auto Archive’ checkbox.
3. Auto-sync is enabled for your downstream cloud and accounting integrations
If you have auto-sync enabled for a particular supplier, documents from this supplier will skip the review tab and publish over to your configured destination. This can be the case for accounting integrations (QBO, Xero) along with cloud storage integrations (Dropbox, Google Drive, SmartVault etc.). Auto-sync needs to be turned off on a per supplier basis, including sub-accounts for each supplier, for the ones you would like to review first.
4. The documents being archived are from a direct connection's initial fetch
When a direct connection is first added, Hubdoc will fetch all documents available on the connection's web portal, generally to a maximum of three years. The documents that are initially fetched will automatically be archived. Note: On a going forward basis, new documents that are fetched will not be auto-archived, unless you check off the 'auto-archive' box for that particular supplier.