startDocument Archive and Destruction Dates
How To

Document Archive and Destruction Dates

CCH Document Management
Last update: Reading time 2 minutes
Document Archive
    The Document Types window allows you to create document types and also enable or disable their use.

    Setting Archive and Destruction Dates on Types

    The window is accessed via  File> Maintenance > Document Management > Libraries and Types. 

    The default archive and destruction length can be set on each document type globally for given library document is located in.

    The value is then set on given document when its uploaded and given doc type is linked to the document

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    Setting Archive and Destruction Dates on Types within Assignments

    The Document Types window is accessed via  File> Maintenance > Assignments -> Assignment Templates

    A custome archive and destruction lenght can be set on each document type that is present in given Client assignment. Overriding the global length set above.

    The value is then set on given document when its uploaded and given doc type is linked to the document and assignment.

    clipboard_e60284b5faa28647bfad74cf91d7c77d4.png

    Setting Archive and Destruction Dates on Individual Documents

    The Document Types window is accessed via the Properties Tab, after selecting the document in the Document Centre

    A custom archive and destruction length can be set on select document overriding the global length set above or under assignment / doc type level.

    The value is then set on given document.

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     Reporting on Dates to Action


    In the Global Document Center, select the date period for Archive / Destruction. Executing the search will return documents that need to be actioned for archive /destruction.

    Using the ribbon buttons select given documents and select Archive or Destroy from the DM Ribbon.

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