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Send to external storage

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Location: Execution arrowrgray Final destination arrowrgray Send to external storage

 

Prerequisites:

Document (SE Document)

External storage

Optional:

Approved final destination form receiving

 

Overview:

Those documents to be stored permanently, when the information included is considered significant for proof, information or research purposes, can be sent to an external repository through this menu. To do so, the record retention schedule associated with the Archive control of the document category which will be taken to an external storage must have the Final destination tab duly configured. On this tab, also define the deadline that responsible users will have for this operation.

 

Specific buttons:

default

Click on this button to send a selected document to an external repository. See further details about this operation in the Sending to external storage section.

view

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.

report_config

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 arrowrgrayp General parameters menu arrowrgrayp 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 an external repository, not needing to issue and receive the final destination form.

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