Setting up the Secure Archive
The Secure Archive is available for both Continia Document Capture and Continia Expense Management and must be set up separately for each of these solutions, depending on whether you want to use it for both, either, or neither of them.
Secure Archive for Document Capture
To set up the Secure Archive for Document Capture, follow these steps:
- Search
for and select Document Capture Setup. - On the Secure Archive and Logging FastTab, turn on the Enable Secure Archive setting. This also automatically enables Document Activity Logging, and a number of new fields are displayed.
Tip
If you only want to enable logging as an independent feature, enable the Document Activity Logging setting and leave Enable Secure Archive turned off. If you change your mind, you can enable the Secure Archive at a later point.
- Under Archive Period Type, specify if you want the archive period to be based on calendar years or fiscal years. The default is calendar years.
- Under Minimum Archive Period, specify the minimum number of years Document Capture should archive your documents. For some countries, a default number is displayed here, based on local or national legislation, but you're free to change this as you please.
Bemærk
The minimum archive period is the entered number plus the current year, meaning that the current calendar/fiscal year is not included in the entered period. If you've selected Calendar Years in step 3, enabled the Secure Archive on July 1, and then entered 3 under Minimum Archive Period, the archive period will run for 3.5 years.
All Document Capture documents used for bookkeeping will now be automatically stored in the Secure Archive, and all document activity will be systematically logged.