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7.2. Use Archiving
Archive Documents
The first step in archiving documents is to determine which documents you wish to archive. Many firms will choose to archive documents that are in certain categories and or document type combinations that are older than a certain modified date. For example, you might want to archive Correspondence files that are older than 5 years.
Once you have determined what you want to archive:
- Perform a search for the document(s) and select them
- Right click and select Archive > Move To
- If you have selected more than one document, in the Worldox – Clarify Selection Window, select "Continue"
- In the Worldox – File > Archive > Move to window, select "Yes"
- The documents will then be moved to the Archive Repository
Search for Archived Documents
Unless otherwise configured, Worldox's Archive Document repository is located on your file server within the Active Document Repository.
To search for documents that have been archived:
- Open a Search Card
- Select "Search What"
- Select the Archive checkbox
Note: If you wish to search both the Active and Archive repositories, you can select both check boxes
- Select "OK"
- Fill in any additional search criteria in the search card and select "Search"
Note: You may wish to update your search templates to reference both Active and Archived documents, or have different Virtuoso buttons for the different types of searches.