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Short guide: Archiving
How long does this box have to stay? From now on, the retention date sits on the document. Invoices, contracts and HR records must be kept for years, often in boxes with handwritten labels.
This guide is available in 21 languages; on this page you download the English version. Free, no registration.
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MoreWhat's inside
- The problem
- The way with PaperOffice
- In the app
- An example
- Checklist
- Frequently asked questions
- How to start
Who it is for
For administration and accounting.
Key facts
- Bring in and detect the type
- Retention on the document type
- Lock the document
- Prove what changed
- Find and hand over
Questions and answers
Frequently asked questions about this download
Does this meet GoBD requirements?
PaperOffice provides the building blocks: retention period and legal basis per type, WORM lock, change history, legal hold, certificate and export. Whether your process as a whole is sufficient is for your tax advisor to judge, based on your process records.
When does the retention period start?
When you lock the document, either immediately to the day or at the end of the year. The years come from the document type. So lock records promptly, for example in the year they are booked.
Can a locked document still be changed?
The file stays unchanged, and deleting, moving and renaming are blocked until the period ends. Data fields remain editable, and every change appears on the “Revisions” tab. The lock cannot be undone.
How does our existing stock get in?
As a ZIP or from a Storage Mount, up to 2,000 files per job. A SHA-256 check skips duplicates, AI-DMS detects the type, and the report shows what was imported.
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