Additional Administration Functions

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Additional Administration Functions

Document Archiving - View and adjust documents set to be archived. Archive Documents

Document Retention Holds - Place "legal holds" on documents to be protected from alteration or deletion.

Document Purging - Purge documents that have reached their document retention deadlines. Purge Documents

License Management - Manage Sage Intacct Paperless licenses. View current activity and send messages to users. License Administration

Manage Locked Files - Unlock files that may be locked due to client side issues. Locked Files

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Version 2024.0.1 3/12/2025
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