Archive

An archive where you can find, process and preserve documents.

Set up the rules for your work and keep the document, files, history and relations together.

Set up your work.

Availability depends on edition and configuration.

01

Document types

Define kinds of documents and their rules.

02

Metadata

Build fields for description and search.

03

Tree structure

Organise the archive for your organisation.

04

Access rights

Decide who can see and edit documents.

05

Templates

Prepare reusable starting points.

Documents and their content.

01

Manual creation

Save an individual document without an import batch.

02

Files and attachments

Keep main and supporting files together.

03

Technical formats

View supported formats and structured content including ISDOC.

04

Type conversion

Create a linked document of another type without rewriting the original.

Work in context.

01

Automatic relations

Link related documents using configured rules.

02

Related documents

Open relations from document detail.

03

Conversation notes

Discuss work on the document.

04

Versions

Track how content changes.

05

Sharing

Give authorised recipients access.

History, audit and long-term preservation.

01

History

Follow work on a document.

02

Audit

Inspect important events within your permissions.

03

Retention and preservation

Manage retention and long-term readability.

04

Controlled disposal

Dispose of documents under approved rules and audit.

The archive in the application

Document and files
Archive tree