Archiving Mail

With proper setup, IQ provides the ability to archive completed Mail records to users with access to Security Lock 52. When you archive a Mail record, the associated data (incoming e-mail, e-mail attachments, other incoming or outgoing attachments, customized letters or digital mail) is removed from your IQ database and placed into an office defined location. This location may be a designated drive on a server, a back-up system, or other external media.  Archived Mail records are still viewable in IQ and may be restored to an un-archived state. Restoring archived Mail Records will place the associated data back into your IQ database server. Contact your IT Consultant for assistance in setting up this feature.  

How to archive mail records:

  1. Search for the completed Mail records.

  2. Select the check box next to the Mail record or records that you want to archive or click the Select All link to select all records.

  3. Select the Archive action.

  4. IQ displays the Archive Mail dialog with the number of Mail records that can be archived. Only completed Mail records that contain an incoming e-mail, e-mail attachments, other incoming or outgoing attachments, customized letter or digital mail can be archived.

  5. Click the Archive button.

  6. Click OK to clear the selected Mail records.

The Status column on the Mail Search Results page is updated with "Completed and Archived" for the archived records.

 

How to restore archived mail records:

  1. Search for the archived Mail records.

  2. Select the check box next to the Mail record or records that you want to restore or click the Select All link to select all records.

  3. Select the Restore action.

  4. IQ displays the Restore Mail dialog with the number of Mail records that can be restored.

  5. Click the Restore button.

  6. Click OK to clear the selected Mail records.

The Status column on the Mail Search Results page is updated with "Completed" for the restored records.