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Archiving Documents |
Click on images to expand them.
To archive a document, perform the following steps:
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| Go to My Tasks -> Mailroom on your Dashboard, and click on the item containing the documents you want to archive. |
Step 2:
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Navigating to Mailroom
| 2 | The work item panes open. Go to the Unindexed Documents section on the left pane and hover your mouse pointer on the document record. Click on the pencil icon to open the Details form of the document. |
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Details Page
Step 3:| 3 | Click on the arrow icon (>) next to the Details form. A pop-up window containing a single drop-down field appears. Use this field to select the folder you wish to place the document into. In this example, we are archiving the document into the Client Documents folder. |
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Document Archiving Drop-down Field
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| 4 | The respective Details fields for the Client Documents folder type appear. As shown in the image to the right, the form is updated to display the folder type. The folder type will determine which indexing fields are to be available for entry. (Refer to Step 3).
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| The client filing cabinets follow a three-tier structure – Client Folder, Client Subfolder , and Client Document. So, a document must be filed into a subfolder. |
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