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Sage Paperless Construction Help

Retention

Business documents go through a long life cycle. Sage Paperless Construction provides the tools to manage documents throughout that life cycle.

Document retention is based on the document type as well as external factors such as federal, state and local requirements. Sage Paperless Construction enables you to securely store your documents by archiving them. This way, they are not unnecessarily included in document searches, but they are within easy access should you need them.

A major part of this life cycle is managing the retention of the documents. This includes when to archive the documents and when to purge the documents permanently.

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In this section:

A classification in Sage Paperless Construction that acts like a pre-printed file folder label to define where specific types of documents are stored and how they are indexed for organized retrieval.

Archiving a document moves it to the Archived state when it is no longer in active use. Archived documents remain fully accessible and can still be viewed or searched for. The archive process can be configured to run automatically (nightly) or be initiated manually by an administrator.

The final step in the document's lifecycle, purging is comparable to placing paper files in the shredder. Once a document is purged, the document image and all its associated database record are deleted. It is no longer accessible in Sage Paperless Construction.