MoversSuite Administration > Administration > Document Storage Management
Document Storage Management Setup is used for an effective management of your documents databases. Under this admin feature, use the Archive Documents feature to archive legacy documents from orders of your choice, present in your main documents database.
Moreover, if you want to permanently remove documents, you can use the Purge Documents feature to delete them.
Of note, the archiving and purging features affect documents associated to orders with active storage billing records."
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IMPORTANT |
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Moving or removing data does not remove the memory allocated within your system. So, it is recommended to shrink your databases after archiving or purging. Shedding the load off the main documents database helps you easily perform operations over it and speeds up the backup and upgrade processes. |
Figure 21: Document Storage Management Setup
To be able to access this screen, administrators must be assigned the “Document Storage Management” role within Admin Profile Setup (Personnel > Admin Profile).
Figure 22: Admin Profile Setup
Technical Field and Function Information
This table lists all the fields available on the Document Storage Management Setup screen:
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Field/Function |
Description |
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Main Document Database |
This section auto-loads your image database that is currently linked to your MoversSuite documents database and it will be used to archive or purge documents from. In this case, it is MoversSuite2Docs. |
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Active Databases for Archived Documents |
Use this section to add a database to archive from the main document database to. This section also lists the currently active archiving databases. If you have archived in the past, then the databases you archived to appear in this list.
These databases can be removed and re-added by an administrator. However, contents of a removed database will no longer be available through the Document Management Viewer.
Refer to Add Active Database for Archiving topic for more details. |
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Find Orders to Archive or Purge Documents |
This section is common for both Archive Documents and Purge Documents functionalities. It contains six filtering options to narrow down your search results:
1. Order Number 2. Include Only Archived Orders 3. Order Status 4. Order Creation Date (To and From) 5. Order Delivery Date (To and From) 6. Order Load Date (To and From)
Use any of these filters to populate the ‘Orders’ grid present below these fields. Refer to the Find Orders to Archive or Purge Documents topic for more details. |
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History |
Use the ‘View History’ button to open the Document Archive/Purge History screen. This screen logs any Archive Documents and Purge Documents activities performed. |
RELATED TOPICS:
Find Orders to Archive or Purge Documents
Add Active Database for Archiving
Document Archive/Purge History