Document Archive Job Setup

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Document Archive Job Setup

 

The Document Archive job poll job is run to "archive" the documents that have reached their archive date based on the document life cycle. For setup information on document archiving, refer to Document Archiving.

 

1.From the ribbon toolbar, click Administration.

2.Click Job Poll, JobPollButton,
 
The Job Poll Configuration screen similar to the following displays:
 
JobPollConfigurationScreen
 

3.Click Add.
 
The Job Properties screen similar to the following displays:
 
JobPropertieswindownew-mh
 

 

Job Name

Give the job a meaningful name.

Job Type

Select Document Archive from the Job Type dropdown list.

Description

Enter a description for the job.

Active

Click the Active check box to mark the job as Active.

Schedule

Determine how often the job should run. (every minute, hour, week, month, year)

Schedule Job to run

Depending on the schedule type, choose when the job should run.

Beginning/Ending

Set a beginning date and an ending date to run the job.

Email on Success

Check this box and enter an email address where an email will be sent if the job is successful.

Email on Failure

Check this box and enter an email address where an email will be sent if the job fails.

 

 

JobPollDocumentArchiveJobSetup

 

 

4.Click OK to save the job.

5.On the Sage Paperless Server Dashboard, click the Poll Service tab and make sure the Job Poll Service is installed and running.
 
Note: If the Job Poll Service is not running, the job will not run.