Document Archive & Destruction Dates

Setting Archive and Destruction Dates on Types

The window is accessed via  File> Maintenance > Document Management > Libraries and Types. 

The default archive and destruction lenght can be set on each document type globally for given library document is located in.

The value is then set on given document when its uploaded and given doc type is linked to the document

Setting Archive and Destruction Dates on Types within Assignments

The Document Types window is accessed via  File> Maintenance > Assignments -> Assignment Templates

A custome archive and destruction lenght can be set on each document type that is present in given Client assignment. Overriding the global length set above.

The value is then set on given document when its uploaded and given doc type is linked to the document and assignment.

Setting Archive and Destruction Dates on Individual Documents

The Document Types window is accessed via the Properties Tab, after selecting the document in the Document Centre

A custome archive and destruction lenght can be set on select document  overriding the global length set above or under assignment / doc type level.

The value is then set on given document.

 Reporting on Dates to Action

In the Global Document Center, select the date period for Archive / Destruction. Executing the search will return documents that need to be actioned for archive /destroction.

Using the ribbon buttons select given documents and select Archive or Destroy from the DM Ribbon.