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Below are steps to show you how to set up document archiving. 

Step-by-step guide



  1. Click the Document Archiving item on the Configuration tree.



    The Archive External Documents screen appears. 

    Take note of the warning to make sure that the Web Archive Path and FTP Upload/Download Username & Password are correctly configured before archiving your documents.

  2. Select the applicable archive option.  


    Select For Closed Jobs to archive documents for completed Jobs only.

    Click the Calendar button in the Created Before field, and select an appropriate cut-off date.

    Check the Archive documents with missing files? checkbox to select documents where a record of the external document exists in Chase, but the physical file is missing from the folder.


  3. Click the Archive button to begin archiving. 



    If there are any errors, an informational pop-up message will load. If archiving is successful, a confirmation message will appear on the bottom left corner of the screen.