Current

Location: Execution Document archiving Current

Prerequisites:

▪Document (SE Document)

Optional:

▪Approved current document receiving

Overview:

At this menu it is possible to archive documents in current step. To do so, the record retention schedule associated with the Archive control of the category of the document that will be archived should have the "Current" step duly configured. Remember that the documents that are archived in this step will remain stored for the period set out in the "Retention period" field on the Current tab of the record retention schedule associated with the document category that will be archived. The retention time will be counted according to the settings made in the "Retention start date" field of the record retention schedule.

Specific buttons:

	Click on this button to archive the document selected in the list of records in the current step. See further details about this operation in the Current archiving section.
	Click on this button to view the data screen of the document selected in the list of records. View specific documentation of the SE Document component for further details on the data screen of a document.
	Click on the arrow next to this button to export the list of records displayed on the main screen to an Excel file, configure a new report or associate an existing report, or search for the parameters that may be used in the configuration of new reports.

If the "Automatically send document to the archiving task after saving it in the system" option is checked in the Configuration menu General parameters Physical file tab, this resource will ONLY be valid for the first archiving step. For example: If this option is checked in the general parameters and a record retention schedule has been configured, so that the document goes through the Current and Intermediate archiving steps, when the user registers the document in SE Document, such document will be sent directly to Current archiving, not considering the issue and receiving of the transfer form. However, after the current archiving retention deadline expires, the system will generate the Intermediate form issuance to send the document to the respective archiving step.

▪This operation can also be performed through the Physical file section in the document data screen, as long as the user who is accessing it has the "Archive" permission granted in its security and is also responsible for archiving in the "Current" step.

▪Use the "Search fields" to easily retrieve records based on specific information.