Move documents to storage

Date from

In this field, select the initial date of creation to display the documents that you want to move.

Date to

In this field, select the final date of creation to display the documents that you want to move.

(Gather)

By clicking on the button, you gather and display documents according to the selected date filters.

Storage ID

The field contains information about the selected storage, where the documents are currently located. There are three possible storages:

• eDocumentation
• Certified eDocumentation
• Local eDocumentation

Storage ID destination

The destination storage, where the collected documents should be transferred, is displayed in this field.

Status

The field contains information about the status of the document. The number and names of the statuses are arbitrary. They can be added to each type of archive document, in the register of document types on the tab Statuses.

Key View

The field contains a unique key or document identifier.

Archive

The field contains information about the archive in which the document was placed. We have created archive document types in the register of document types. Archive and storage are defined for the document from the settings of classifications.

Documents from different mailboxes can come to a certain archive, which is determined on the panel Mailboxes.

HINT We can have any number of archives. If we keep archives, e.g. by business units or by locations, we can create an individual Archive for each location or business unit

Date

The field contains the time and date of document creation.

Due date.

The due date of the document is displayed in this field.

Subject

The subject to which the document is linked is displayed in this field. This information is imported from the register of Subjects.

Subject Name 2

The field contains the name 2 the subject or the longer name of the entity. This information is imported from the register of Subjects, field Name2.

Classification

The code of the selected document is displayed in the field classification.

Title

The title of the classification of the selected document is entered in this field. In addition to the classification of documents, the classification also determines the handling of this document (Storage).

Note

A note is written in the field, if it was added to the document.

MailBox ID

The box contains the mailbox code from where the document was sent or received. Mailboxes are created in the menu Settings | Program | Administration Panel on the tab Settings | Documentation | Mailboxes.

(Move)

By clicking on the button, all the collected documents from the current storage are transferred to the selected target storage.