How do I transition file to the Archived state?

  • Created : 3/31/2021 8:22:25 AM
  • Updated : 4/15/2021 1:57:17 PM
    • The workflow is configured so that files from the Published state can be sent to the “Archived” state when they are no longer current or required.
    • Right-click on a file that is in the “Published” state to start a workflow on it. 

    • It opens up the following dialog where you can transition it to the Archived state and assign a suitability code to it.

    • Documents that are no longer required can have its suitability code changed to O1 (“Obsolete – no longer required”) and those that are superseded can be marked as O2 (“Obsolete – superseded”) by changing their states.