Auto Archive Documents

The Auto-Archive Documents Custom Process will automatically move all Filed and Draft Filed documents that were created two years ago to the Archived status and view.

Note: The time period of two years can be customised to your preferences. This process does not delete documents, it only updates the Filing Status to Archived.

This custom automation has been created by the FYI team, ready to be imported to use in your practice. To download our quick reference guide, click here (or download the file from the bottom of this article).

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Importing this Custom Automation

Click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).

Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.

When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes and Importing Custom Processes using Drag and Drop.

Download Files

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