Document Manager 2015
3. Click OK to start the compression or uncompression.
Automatic document purging
Automatic document purging
You can specify a frequency or single time that the Document Manager will automatically purge documents that are older than a set period.
1. From the
Options menu, click General to open the “General Options” window.
2. Under Purge Documents, select the period after which the documents are to be purged.
Note: This setting is for all the documents. You can specify purge periods for individual documents or documents in a cabinet, drawer, subfolder or folder.
3. Under
Frequency, select the frequency of the purging. In the Date and Time fields, enter the date and time of the first purging.
4. Click Ok.
5. To continue with the setting, click Yes to the warning message.
The Document Manager will set the purge period for all the documents. For documents that have already had a different purge period set, it will display the following message.
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Chapter 2. Option settings Document Manager 2015
6. To leave the purge period unchanged, click Skip or Skip All. To change the purge period, click Continue.
Setting individual purge periods
It is obviously not desirable to have a single purge period for all the documents in the Document
Manager. Therefore, you can also specify separate purge periods for individual documents, or all documents contained in a cabinet, drawer, folder or subfolder.
1. To set the purge period for a single document, in the Documents pane, right-click on the document.
To set the purge period for all documents in a cabinet, drawer, folder or subfolder, in the
Cabinets pane, right-click on the cabinet, drawer, folder or subfolder.
2. Click Purge Settings to open the “Purge Settings” window.
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Figure 10: The "Purge Settings" window
3. Under Select Purge Period, select the purge period for the highlighted document or the documents in the highlighted cabinet, drawer, folder or subfolder.
Tip: To disable automatic purging of the document or documents, select Never.
4. Click
Ok to set the purge period.
5. If the purge period of a document, subfolder, folder or drawer in the highlighted cabinet, drawer, folder or subfolder has already been set to a different value, a warning message will be displayed. To leave the purge period unchanged, click Skip or Skip All. To change the purge period, click Continue.
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