Push Historical Documents to Cloud Storage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:

  1. In the Hubdoc account main dashboard, select the blue drop-down arrow beside the "All Documents" folder.
  2. Select "Push to [Cloud Storage platform]".

 

 

Important note: If you are pushing documents to cloud storage platforms it may affect the "status" of the document (Processing, Review, Failed). If a vendor 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 vendor 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 vendors 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. 

 

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