on 2017-11-0604:04 PM - edited on 2022-10-2701:46 PM by GloriaHigley
The Archer Experts’ Records Retention Utility is designed to meet Corporate Record Retention requirements for Archer Customers. It allows users to easily bulk export any Archer Global report, including attachments, with supporting metadata. The utility executes external to the Archer platform on a Windows operating system environment and is designed to run on a user’s desktop or server environment.
The Archer Experts’ Records Retention Tool & Utility includes the following features:
Users select global reports for any Archer application or questionnaire.
Reports are exported in bulk as their own individual file using any of the Archer supported file formats, including mail merge template.
Attachments are exported in bulk from applications, questionnaires, and sub-forms.
A separate metadata file is created to support import into 3rd party record retention tools.
The utility provides a job scheduling feature to export content at a future date and time either one-time or recurring.
The Records Retention Utility contains an intuitive user interface that guides the user step by step through program execution.
The utility uses Archer credentials to limit access to report content.
Solution and Platform Information
Solution Area: All
Prerequisite Use Cases: This offering does not require any prerequisites.
Supported Platform Versions:
Archer Release 6.4
Archer Release 6.3
Archer Release 6.2 SP2
Archer Release 5.5 SP4 and above
Supported Archer Environments:
Archer On-Demand Application (ODA) Licenses
Archer On-Demand Application (ODA) licenses are not required for this offering. Additional licensing fees will apply. To learn more, please contact Archer Experts at email@example.com.
For More Information
To learn more about the Archer Experts’ Records Retention Tool & Utility:
The Archer Experts’ Records Retention Tool & Utility is an offering provided through the Archer Exchange to enhance your existing Archer implementation. To learn more about the Archer Exchange, please visit the Archer Exchange on the Archer Community.