Automatic Archiving Setup

The ECM 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 TRASER ECM Connect 365
Report Selections Usage
Report ID Specifies the ID of the selected report.
Report Name Specifies the report name of the selected report.
Archiving Active The archiving of the report can be activated for the entered data records with the help of this check mark (equivalent to Report Export Setup).
Has Default Report Options Shows whether default report options have been stored (equivalent to Report Export Setup).
Automatic Archiving Active Indicates whether automatic archiving is enabled and a report export entry is created when the document is posted.

Functions

default setup

This function creates the default setup for the automatic archiving setup.