Setting up the Secure Archive

  • 24/07/2025
  • 3 minutter at læse

The Secure Archive is available for both Continia Expense Management and Document Capture. Each solution must be set up separately, depending on whether you want to use it for either, neither, or both of them. The setup procedures are very similar, see Related information for the link to the Document Capture version.

Secure Archive for Expense Management

To set up the Secure Archive for Expense Management, follow these steps:

  1. Search for Search Expense Management Setup.
  2. Under Secure Archive and Logging, toggle Enable Secure Archive on to enable the Secure Archive. This also automatically enables Document Activity Logging, and a number of new fields will be displayed.

    Tip

    In case you only want to enable logging as an independent feature, select the Document Activity Logging toggle and leave Enable Secure Archive disabled. You can always enable the Secure Archive at a later point if you change your mind.

  3. 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.
  4. 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 will be the entered number plus the current year, meaning that the current calendar/fiscal year is not included in the entered period. So if you've selected Calendar Years in step 3, enable the Secure Archive on July 1, and then enter "3" under Minimum Archive Period, the archive period will run for 3.5 years.

  5. If you want documents to be digitally signed when they're imported, ensure Sign Documents is enabled (which it is by default).

All Expense Management documents used for bookkeeping will now be automatically stored in the Secure Archive (and signed upon import, if this is enabled), and all document activity will be systematically logged.

The Secure Archive (Expense Management)

Setting up Secure Archive with Document Capture