{"id":445335,"date":"2026-11-12T07:57:11","date_gmt":"2026-11-12T06:57:11","guid":{"rendered":"https:\/\/www.kafinea.com\/documentation\/uncategorized\/archiver-des-documents\/"},"modified":"2026-11-12T07:57:11","modified_gmt":"2026-11-12T06:57:11","password":"","slug":"archiver-des-documents","status":"publish","type":"docs","link":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/archiver-des-documents\/","title":{"rendered":"Archiver des documents"},"content":{"rendered":"<p>L&rsquo;archivage marque des documents comme appartenant \u00e0 un historique, par exemple des factures reprises d&rsquo;un ancien logiciel sans leurs r\u00e8glements. Un document archiv\u00e9 reste consultable comme avant : son statut, ses montants et ses \u00e9critures comptables ne changent pas. La case <strong>Archiv\u00e9<\/strong> vous permet de le distinguer des autres dans les listes et dans les rapports.<\/p>\n<p>L&rsquo;archivage est disponible sur :<\/p>\n<ul>\n<li>les devis, les commandes client et les commandes fournisseur ;<\/li>\n<li>les factures client et les factures fournisseur ;<\/li>\n<li>les avoirs client et fournisseur, et les notes de d\u00e9bit client ;<\/li>\n<li>les r\u00e8glements client et fournisseur.<\/li>\n<\/ul>\n<hr \/>\n<h2>1. Archiver un document<\/h2>\n<ol>\n<li>Ouvrez la fiche du document.<\/li>\n<li>Cliquez sur le menu <strong>\u22ee<\/strong> en haut \u00e0 droite, puis sur <strong>Archiver<\/strong>.<\/li>\n<li>Confirmez.<\/li>\n<\/ol>\n<p>La case <strong>Archiv\u00e9<\/strong> de la fiche passe \u00e0 <strong>Oui<\/strong> et l&rsquo;onglet <strong>Modifications<\/strong> garde la trace de l&rsquo;op\u00e9ration : qui l&rsquo;a faite, et quand.<\/p>\n<p>Un document finalis\u00e9 peut \u00eatre archiv\u00e9 : l&rsquo;archivage ne touche \u00e0 aucune de ses donn\u00e9es.<\/p>\n<hr \/>\n<h2>2. Archiver plusieurs documents \u00e0 la fois<\/h2>\n<ol>\n<li>Dans <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-listes\/\">la liste<\/a>, cochez les documents \u00e0 archiver (ou tous ceux de la liste filtr\u00e9e).<\/li>\n<li>Ouvrez le menu des actions de masse, puis cliquez sur <strong>Archiver<\/strong>.<\/li>\n<li>Confirmez.<\/li>\n<\/ol>\n<p>Un message indique le nombre de documents archiv\u00e9s. Les documents que vous n&rsquo;avez pas le droit de modifier sont laiss\u00e9s de c\u00f4t\u00e9 et compt\u00e9s \u00e0 part.<\/p>\n<hr \/>\n<h2>3. D\u00e9sarchiver<\/h2>\n<p>Sur la fiche d&rsquo;un document archiv\u00e9, le menu <strong>\u22ee<\/strong> propose <strong>D\u00e9sarchiver<\/strong>. Dans la liste, l&rsquo;action de masse <strong>D\u00e9sarchiver<\/strong> fait de m\u00eame pour la s\u00e9lection.<\/p>\n<hr \/>\n<h2>4. Retrouver les documents archiv\u00e9s<\/h2>\n<p>La case <strong>Archiv\u00e9<\/strong> s&rsquo;ajoute comme une autre colonne :<\/p>\n<ul>\n<li>dans une liste, ajoutez-la \u00e0 la vue, ou cr\u00e9ez un filtre <strong>Archiv\u00e9 = Non<\/strong> pour n&rsquo;afficher que les documents courants ;<\/li>\n<li>dans <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/les-rapports\/\">un rapport<\/a>, utilisez-la comme condition pour exclure ou isoler l&rsquo;historique.<\/li>\n<\/ul>\n<hr \/>\n<h2>5. Qui peut archiver<\/h2>\n<p>Archiver ou d\u00e9sarchiver demande le droit de modifier le module concern\u00e9 (devis, factures, r\u00e8glements\u2026) et de voir le document. Ces droits se r\u00e8glent dans le profil de l&rsquo;utilisateur : voir <a href=\"https:\/\/www.kafinea.com\/fr\/documentation\/parametrage\/les-droits-dacces\/\">les droits d&rsquo;acc\u00e8s<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>L&rsquo;archivage marque des documents comme appartenant \u00e0 un historique, par exemple des factures reprises d&rsquo;un ancien logiciel sans leurs r\u00e8glements. Un document archiv\u00e9 reste consultable comme avant : son statut, ses montants et ses \u00e9critures comptables ne changent pas. La case Archiv\u00e9 vous permet de le distinguer des autres dans les listes et dans les&#8230;<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"","ping_status":"closed","template":"","meta":{"_uag_custom_page_level_css":"","_kad_post_transparent":"","_kad_post_title":"","_kad_post_layout":"","_kad_post_sidebar_id":"","_kad_post_content_style":"","_kad_post_vertical_padding":"","_kad_post_feature":"","_kad_post_feature_position":"","_kad_post_header":false,"_kad_post_footer":false,"_kad_post_classname":"","footnotes":""},"doc_category":[186],"doc_tag":[],"class_list":["post-445335","docs","type-docs","status-publish","hentry","doc_category-interface-kafinea"],"year_month":"2026-11","word_count":320,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"David Valminos","author_nicename":"david","author_url":"https:\/\/www.kafinea.com\/fr\/author\/david\/"},"doc_category_info":[{"term_name":"Interface Kafinea","term_url":"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/"}],"doc_tag_info":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.8 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Documentation - Archiver des documents &#8226; Kafinea<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.kafinea.com\/fr\/documentation\/interface-kafinea\/archiver-des-documents\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Documentation - Archiver des documents &#8226; Kafinea\" \/>\n<meta property=\"og:description\" content=\"L&rsquo;archivage marque des documents comme appartenant \u00e0 un historique, par exemple des factures reprises d&rsquo;un ancien logiciel sans leurs r\u00e8glements. 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