Electronic Inactive Records

This function can be used by administrators to move inactive electronic records to lower cost storage.

From the Administration ribbon, select Inactive Records - Electronic. The Inactive Document Processor dialogue displays:

This feature allows you to move records that have become inactive to alternate locations.

  • Select a record type - select a record type for processing. This will perform the actions defined for inactive records for the specified record type, see Record Type Inactive Records page.
  • Do electronic record processing - select this option to perform the actions defined for the selected record type.
  • OK - click to process the inactive records.

Inactive Records Options tab

NOTE: For this function to be available for electronic records, "Electronic Inactive Record Manager" must be enabled in System Options - Features page.