Review All Documents Fetched From an Automated Account

Please note: We’ve made the decision to retire Hubdoc standard fetch connections on 27 April 2022 UTC. No new standard connections can be set up from 31 January 2022 UTC. Read more about the change here.

All new documents from automated connections are auto-archived. If you wish to send all new documents for a particular supplier into the Review tab you can adjust that setting in Hubdoc. 

To push all new documents into the Review tab:

1. Click the 'Accounts' button.
2. Click the 'Automated Accounts' tab.
3. Scroll down to the desired account.
4. Click the blue down arrow next to the relevant sub-account.
5. Uncheck the 'Archive documents with no configured destinations' checkbox to have all new documents sent to the review tab.