MAIL

Running an archive
You can run the archive process for any application that has one or more sets of archive criteria enabled. You can archive the entire application, or documents you select.

See either of these sections:


To archive all documents in an application

You can initiate archiving in an application when you want, regardless of whether the application has a schedule specified. For more information on the archive schedule, see Specifying a schedule for client-based archiving.

1. Open an application whose documents you want to archive and that has a set of archive criteria enabled.

2. Click File > Application > Archive. If you see a message saying there are no criteria for the application, follow the steps in Creating or editing a set of archive criteria.

3. Click Yes when asked if you want to archive documents from this application. An archive application is created if one does not exist yet.

Go to top

To archive only selected documents

1. Open an application whose documents you want to archive. The application must have an enabled set of criteria that includes user-selected documents.

2. Open the application, select the documents to archive, and click Actions > Archive > Archive Selected Documents.

Note When you archive selected documents, the option for orphaned response documents on the Advanced panel of the Archive Settings dialog box does not apply. Therefore, take care not to archive main documents without their responses. Any response left in the original application after its parent document has been removed is not included in hierarchical views but still exists in the application.

Go to top

See Also