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23.2. 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
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