You can use the Closed WF to RM action to send closed workflows to Archivist for the selected workflow template. This action only sends closed workflows which were not previously sent to Archivist.
How to send closed workflow to Records Management:
Select the Workflow module tab.
Select the Workflow Template submenu.
Click the name link of the workflow template you want to send closed workflows to Archivist.
Click the Archivist tab and select the Closed WF to RM action.
IQ displays the Send Closed Workflow Records to Records Management dialog with the selected settings for the Folder/File Plan, Schedule Name and Report Name fields, along with the Include Attachments, Include Documents and Include Mail checkboxes. You may make changes to these settings as needed.
Select or enter a start date in the From field. You may leave the Thru field blank to default to the current date.
Click the Preview button to get a count of the workflow that will be processed for the entered date range.
Click the Update button to send the closed workflows to Archivist. The message "Updating Workflow, please wait..." will appear while the records are processed.
Once the records have been processed, another message will appear with the record count. Click OK to close the message.