Intermediate

Location: Execution Document archiving Intermediate

Prerequisites:

▪Document (SE Document)

Optional:

▪Approved intermediate document receiving

Overview:

At this menu it is possible to archive documents in intermediate step. To do so, the record retention schedule associated with control Archive of the document category that will be archived should have the "Intermediate" step duly configured. The documents that are archived in this step will remain stored for the period set out in the "Retention period" field on the Intermediate tab of the record retention schedule associated with the category of the document 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 intermediate step. See further details about this operation in the Intermediate 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 in the Configuration General parameters menu Physical file tab, the "Automatically send document to the archiving task after saving it in the system" option is checked, the document will continue to the first archiving step, it will advance directly to Current archiving, not needing to issue and receive the transfer form.

▪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 "Intermediate" step.

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