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Question

Archiving - Best Practices

asked on August 21, 2019

We are currently establishing a folder structure to be used organization-wide. We are looking for archival best practices. Being that we are not a government or education agency, our retention schedules are limitless with most of our records, sans taxes and EE records. 

We are looking to archive "in place" in order to maintain a clean, flat folder structure. Is there a reason that we shouldn't do this? Would a second repository be the best choice - duplicate our current structure in the second repository and move files there by way of a workflow?

 

Would record series be a better choice?

 

Thanks for any feedback!

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Answer

SELECTED ANSWER
replied on August 21, 2019 Show version history

The easiest solution would probably be to create an "archive" folder. I'm not sure exactly how your folders are structured, so that will be a factor.

You can hide folders while keeping their contents searchable, but if you hide a specific entry, then it won't show up in that user's search results.

I like to split things up by date (at least year), to keep things organized and to avoid having too many immediate children in any one particular folder.

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Replies

replied on August 21, 2019

What is it that you want to accomplish? For example, do you just want to clear up "clutter" or do you want to actually hide older files from certain users/groups?

It is unlikely that a second repository would be necessary or ideal.

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replied on August 21, 2019

Thanks for responding so quickly, Jason. We're looking to keep the "clutter" to a minimum in our workspaces. I don't know that the functionality exists for archived or inactive files to remain in the folder where they belong, but not be visible unless we search for them? We want to maintain security by not creating a separate archive folder necessarily. That way, when we go look for say old insurance documents or the like, for which the coverage has expired, we can still find them, but they aren't clogging up the space where the active policies are stored. The same would be true for active versus terminated employees, or a marketing campaign.

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SELECTED ANSWER
replied on August 21, 2019 Show version history

The easiest solution would probably be to create an "archive" folder. I'm not sure exactly how your folders are structured, so that will be a factor.

You can hide folders while keeping their contents searchable, but if you hide a specific entry, then it won't show up in that user's search results.

I like to split things up by date (at least year), to keep things organized and to avoid having too many immediate children in any one particular folder.

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replied on August 21, 2019 Show version history

Can you reference a hidden folder in a workflow to automate moving files according to their retention schedules? Or, Laserfiche automatically move the files without a workflow?

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replied on August 21, 2019

I think you would still need some kind of workflow process to move files around automatically, but whether or not a folder is "hidden" would depend on access rights.

Typically, the workflow user account has elevated access rights so it can see and/or change things that are not accessible to or editable by standard users.

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