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Automatic Archiving Setup

The ECM Connect Automatic Archiving Setup defines for which documents report export entries are automatically created. If automatic archiving is activated for a document, a report export entry is generated when the document is posted.

Fields

Field Name Function for Aptean ECM Connect
Report Selections Usage
Report ID Specifies the ID of the selected report.
Report Name Specifies the name of the selected report.
Archiving Active With the help of this checkbox, the archiving of the document can be activated for the entered records (equivalent to the Report Export Setup).
Has Default Report Options Shows whether default report options have been stored (equivalent to the Report Export Setup).
Automatic Archiving Active Indicates whether automatic archiving is activated and a report export entry is created when the document is posted.

Functions

default setup

This function creates the default setup for automatic archiving.