Overview
You may archive documents that you have previously scanned into PC Share Register Plus. When archiving documents you have the option to delete the original document entries (thus releasing disk space) or retaining the original entries - merely making a self-contained copy of certain documents.
When archiving, you may also specify that document browser files are copied to the disk on which you are creating the archive, so that the archived documents may be viewed/printed without the need for any additional software.
To Archive Documents
From the Scanned Documents tab of the combined register of a company, click on the "Archive" button.
| • | Select the range of dates to archive (the date of the entry in the database is used, not the date of the underlying document file). The number of matching documents and their total disk space will be displayed. |
| • | Select the actions required. |
| • | Copy matching documents to archive folder - tick this box if you wish to copy the matching records to an archive folder. (You may now be thinking "why would anyone wish to perform an archive without copying the records?" The answer is that you can use this archiving facility to also delete document records (see below) and you may in some circumstances not wish to copy them). If ticked, you will need to select a folder. |
| • | Delete matching documents from main records - tick this box to delete all matching records from the main PC Share Register Plus data (after copying matching documents to archive, if this option ticked). |
| • | Click the "Perform Archive" button to proceed. |
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