Task:
|
Send to external storage
|
Who is notified:
|
Responsible users for final destination, specified in record retention schedule associated with the category of the document that will be sent to external storage.
|
When:
|
The receiving of the final destination document is approved. If the "Automatically send document to the archiving task after saving it in the system" option is checked in the general parameters and the document is being sent to the first archiving step, this task will be generated and it will not be necessary to issue and receive the transfer form.
|
Purpose:
|
Store the document permanently, sending it to an external storage, so that it remains available for search or information collection purposes.
|
How to execute this task:
1.
|
In the list of pending records, select the document that will be sent to an external storage. It is possible to send more than a document to the external storage at a time. To do so, use SHIFT or CTRL keys or check next to each record.
|
2.
|
After that, click on the  button on the toolbar.
|
3.
|
On the screen that will open, select in the respective field the external storage to which the document will be sent.
|
4.
|
Save the record after that. Thus, the document will no longer be displayed in the list of pending records.
|
|
