How do I add, edit and delete Reason for Archive?

Table of Contents :

How do I add Reason for Archive?

1.	Login to your account using the username and password provided.
2.	Click on the Master tab.
3.	Hover over the Archive & Retention tab and Click on the Reason for Archive tab.
4.	Click on the ADD button on the right side of the page.
5.	Select Client from the list and Enter Reason.
6.	Select Status from the list.
7.	Click on the SAVE button.
8.	It will show you Popup window. Click on the OK button.

How do I edit Reason for Archive?

1.	Login to your account using the username and password provided.
2.	Click on the Master tab.
3.	Hover over the Archive & Retention tab and Click on the Reason for Archive tab.
4.	Select the record that you would like to edit.
5.	Click on EDIT button.
6.	Select Client from the list and Enter Reason.
7.	Select Status from the list.
8.	Click on the SAVE button.
9.	It will show you Popup window. Click on the OK button.

How do I delete Reason for Archive?

1.	Login to your account using the username and password provided.
2.	Click on the Master tab.
3.	Hover over the Archive & Retention tab and Click on the Reason for Archive tab.
4.	Select the record that you would like to delete.
5.	Click on the DELETE button on the right side of the page.
6.	It will show you Popup window. Click on the OK button.
7.	It will show you Popup window. Click on the OK button.

How do I view Audit Trail?

1.	Login to your account using the username and password provided.
2.	Click on the Master tab.
3.	Hover over the Archive & Retention tab and Click on the Reason for Archive tab.
4.	Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
5.	Select require field to filter Audit Trail Report like filter by keyword, filter by operation, filter by date etc.
6.	Click on FILTER button. It will load data into grid.

How do I export Audit Trail?

1.	Login to your account using the username and password provided.
2.	Click on the Master tab.
3.	Hover over the Archive & Retention tab and Click on the Reason for Archive tab.
4.	Click on AUDIT TRAIL button. It will open Audit Trail page in a new window.
5.	Click on the EXPORT button.
6.	It will show you Popup asking whether you want to open or save file.