How to Move Files in Document Archive

Moving Files in Document Archive

Some files stored in the Document Archive, by design, are not able to be deleted.
If a file is uploaded to the wrong return, it can be moved between returns using the following method:

1. With the return saved and closed, click on the Utility menu and then select System Utilities. 

2. Click on Scanned Documents. Then select Run Utility at the bottom of the window.​​

3. This will open the "Manage Scanned Documents" window. By default, nothing will populate in the list until you click GO.

4. If needed, use the "Search Criteria" to limit the data populating in this window. Select the SSN where you want to remove the document; this will highlight that line. ​​

5. Click the Move Button shown above to open the "Move Scanned Document" window. 

6. Enter the SSN and Filing Status to direct the selected document into the correct return.  You may view the confirmed change in the "Manage Scanned Documents" window as illustrated below.