Is there an archive ability for documents after a particular time, say seven years and is this global or refinable?

FYI offers a variety of options on how to archive your client documents:

  • When a client is archived, documents will be archived automatically
  • Using the Bulk Update feature to archive selected documents only
  • By creating an automation to "alter documents" e.g. run on a schedule to regularly archive documents after the retention period has passed

For more information refer to AutoArchive Client Documents.

To bulk export documents prior to archiving, please refer to Bulk Export AWS and Bulk Export OneDrive.


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