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SusanReadMiller
Archer Employee
Archer Employee

Archer Experts Logo.jpg

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. 

Key Features

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:  
    • On-Premises 
    • Archer Hosted 
    • Archer SaaS 

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 info@archerexperts.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. 

For Additional Support

To learn more about Archer Experts, LLC, please contact Archer Experts at info@archerexperts.com.
For technical support questions, please contact jberkowitz@archerexperts.com at +1.203.217.2258.

 

Archer Experts Records Retention Choose Report App Questionnaire.pngArcher Experts Records Retention - Choose Report, Application or Questionnaire

 

Archer Experts Records Retention Manage Scheduled Jobs.pngArcher Experts Records Retention - Manage Job Schedule

 

Archer Experts Records Retention Export Status.pngArcher Experts Records Retention - Export Status

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Last update:
‎2022-10-27 01:46 PM
Updated by: