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Review All Documents Fetched From an Automated Account

All new documents from automated connections are auto-archived. If you wish to send all new documents for a particular vendor 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.

 

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