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Work & Archive Files

Managing Archive Files Messages in this topic - RSS

Steven
Posts: 13


3/22/2013
Steven
Posts: 13
Nancy,

Thanks for the reply. I wasn't aware of this option, and it may be useful going forward.

What we've discovered as a solution for cleaning up our historical data is making copies of our archive files, moving them back into the Work folder, and then re-archiving them into the correct archive. This seems to serve well as a means of managing our archive files, giving us the ability to split/merge.

-Steven
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Nancy
Administrator
Posts: 732


3/21/2013
Nancy
Administrator
Posts: 732
Steven, there is a function in PrintBoss, that will automatically file documents based on a date. The function is found in the Form Editor on the Special Controls tab. (See below.) Use the drop-down box to select or enter a suffix to attach to the work file name. This function works in both the Standard and the Enterprise editions of PrintBoss.

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edited by Nancy on 3/21/2013
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Steven
Posts: 13


3/20/2013
Steven
Posts: 13
Hi there,

My company is looking for a way to split and merge the archive files. Here are our scenarios:

We have work files that were archived into the "wrong" database, so there are multiple archives that need to be merged into one.

We have nearly a decade of history in several of our archive files, so whenever we need to find one item for audit purposes it can be quite a daunting task to find it. We would like to split the archive into several smaller archives by year.

From what I can tell, there is no native functionality built into PrintBoss to accomplish this. I'm looking for advice or suggestions on any 3rd party tools that can do these types of DBF managing while maintaining their compatibility with PrintBoss.

Thanks in advance for any help!

-Steven
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