BizCortex documentation

Documents: finalize into the GoBD archive

Store a page or file unchangeably in the archive with the right retention period.

Click "Finalize (GoBD archive)". The current state is stored unchangeably in the GoBD archive with a checksum and a retention period by document type. A page is stored as a PDF. A file is stored as it is. The page then shows "Finalized on … and archived tamper proof. The page is read only."

Documents: finalize into the GoBD archive
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Accountant
  • HR manager
  • Space role Edit is also needed

Steps

  1. 1. Finalize

    Choose the Document type, optionally a Reference, and click Finalize.

  2. 2. Reopen

    A space manager can click "Reopen for editing". The archived copy stays unchanged. Finalizing again archives the new content as a new document.

Fields and options

Document type

Procedure documentation, Organizational document and Other: 10 years. Contract, Business letter, Meeting minutes and Certificate: 6 years. Retention counts from the end of the calendar year.

Reference (optional)

A reference number for the archive.

Good to know

  • Pages in private spaces cannot be finalized, because the archive is visible to accounting.

Related