Archiving is done by document type. A document is moved from the normal document
type (say MyDocs) to an archive document type (MyDocs_Archive). Documents may then
be permanently deleted from the archive document type at a later date.
1) Create an export structure for the document type through the amend document type
function. Archiving uses the export structure to optionally export images and data.
2) Create archive table through the amend document type function. Specify if documents,
and/or deleted documents, are to be exported at archive time.
3) Allocate
permissions to a user to Archive through their role. Also allocate
permissions
on the archive table
4) Search for the items to be archived through e4DM View. Archiving will archive
all the items that match the search criteria. If export at archive was specified
in '2', above then specify an empty directory as the target for export. Specify
a reason for archiving. Items are moved to the archive document type and visible
only to users with the correct role.
5) Items and images may be deleted from the document type by selecting the archive
date and description through the amend document type function.
NB. If the document type table structure is altered through the amend document
type function then the same changes are made to the archive document type table
structure.