Plan: Available: All plans
Users: Not Available: All users, User Group Permissions Available: FYI Admins
Practice Management Source: Available: All sources
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 Archiving Client Documents.
To bulk export documents prior to archiving, please refer to Bulk Export AWS and Bulk Export OneDrive.