With proper setup, IQ provides the ability to archive inactive Documents and Form Letters to users with access to Security Lock 224. When you archive documents and form letters, the associated data (letter, attachments, etc.) 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 documents and form letters are still viewable in IQ and may be restored to an un-archived state. Restoring archived documents and letters will place the associated data back into your IQ database server. Contact your IT Consultant for assistance in setting up this feature.
To archive documents and form letters:
Search for the inactive documents.
Select the check box next to the documents that you want to archive or click the Select All link to select all documents.
Select the Archive action.
IQ displays the Archive Document dialog with the number of documents that can be archived. Note that you cannot archive form letters that are associated with pending mail records.
Click the Archive button.
Click OK to clear the selected documents.
The Status column on the Documents Search Results page is updated with "Inactive and Archived" for the archived documents.
To restore archived documents and form letters:
Search for the archived documents.
Select the check box next to the documents that you want to restore or click the Select All link to select all documents.
Select the Restore action.
IQ displays the Restore Document dialog with the number of documents that can be restored.
Click the Restore button.
Click OK to clear the selected documents.
The Status column on the Documents Search Results page is updated with "Inactive" for the restored documents.