Go to My Tasks > Mailroom on your Dashboard, and click on the item containing the documents you want to archive.

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.

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.

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).

note

Note: There are different indexing needs. For example, filing a document under Client Documents is different from filing a document under My Personal Documents. So, on selecting any other type (such as ‘My Personal Documents’), the system displays fields that are different.

Filing Cabinet Structure: The client filing cabinets follow a three-tier structure – Client Folder, Client Subfolder, and Client Document. This means a document must be filed into a subfolder.