Automatic Archiving

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Automatic Archiving

 

Sage Paperless Construction has a job poll service that will perform an “automatic” archive function on the server every night. Job Poll Jobs

 

Documents scheduled for archiving are listed on the Document Archive screen.

 

1.From the ribbon toolbar, click Administration.

2.Click the Documents dropdown, DocumentsButton.

3.Click Document Archive.
 
Documentsdropdownlist-mh
 
 
The Document Archive window similar to the following displays:
 
DocumentArchiveScreen
 
The Document Archive window includes tabs that list Pending documents that are scheduled to be archived during the next archive job run.
When a document listed in the left pane is clicked, that document displays in the window to the right.

 

Direction

the direction of the archive

 Archive

indicates that the job will move the document from production to archive

 Production

indicates that the job will move the document from an archived state back to production
(Refer to Moving Archived Documents back to Production)

Description

the description of the archived document

Document Type

the document type of the archived document

User

the name of the Sage Paperless Construction user who indexed the document

Index date

the original index date of the document

Archive date

the calculated archive date based upon the document type settings

View

opens the selected document in the main Sage Paperless Construction Viewer window

 

While on the Document Archive window, administrators can manually add additional documents to the job as an addendum by clicking the New Addendum tab.  (Refer to Manual Archiving)