Push Historical Documents to Cloud Storage
To publish all documents which were synced to Hubdoc before the connection with a cloud storage platform was created, follow these instructions:
- In the Hubdoc account main dashboard, select the blue drop-down arrow beside the "All Documents" folder.
- Select "Push to [Cloud Storage platform]".
If the push is unsuccessful, you’ll receive an error message indicating the number of files that failed to publish. In your Hubdoc organisation’s Integrations tab, check that your cloud storage platform is connected, then click Retry to publish the remaining documents.
Important note: If you are pushing documents to cloud storage platforms it may affect the "status" of the document (Processing, Review, Failed). If a supplier has not been previously configured to publish to one of your cloud accounting downstream integrations (QuickBooks Online, Xero, Bill.com), publishing a document from this supplier to Sharefile will automatically change the status of a document to 'Archived'. This is especially important to be aware of when you pushing your 'All Documents' folder, as documents whose suppliers are not yet configured in your 'Processing', 'Review' and 'Failed' tab will be automatically 'Archived'.
Helpful tip: Before pushing all of your documents to cloud storage, ensure that your 'Processing', 'Review', and 'Failed' tabs are accounted for.