Document Archive

Archive taxonomy and retention-ready storage.

Overview

This guide covers document archive workflows in EGKits SaaS V10. Follow the sections below for setup, daily operations, and troubleshooting.

Taxonomy

Configure Taxonomy according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Retention policies

Configure Retention policies according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Configure Legal hold according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Retrieval

Configure Retrieval according to your operational policies. Validate outputs with a pilot user group before enabling production approvals.

Troubleshooting

Issue Resolution
Missing menu item Verify module is enabled and role permissions are assigned
Validation error Check required master data and fiscal period status
Integration failure Review API credentials and endpoint version

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