Archive

Archive Documents

Friday, Feb 8, 2019 by Scott Spence Archive, Document

You might be asking what do I do with those unwanted registrations, such as test registrations, or abandoned shopping carts (documents) that are no longer required? Background When there are unwanted registrations, such as when many test documents are created, you can transfer these to an archive or non-active course date, usually complete or cancelled (so documents do not appear in the default list) private (so it does not appear on website) and in the future (ie on a date such as 1 January 2090, so it is easy to find when filtering).

Setup Email Archiving

Saturday, Aug 16, 2014 by Scott Spence Email, Archive

Automatic email archiving can be set up in two ways: Creating an 'archive' or 'observer' role that is a BCC recipient on all process rules where you want to keep a copy of the email. Remember to add the appropirate user to all course masters and course dates. Let us know which email address(es) you would like email copies sent to. Additional email setups For the test server and for those with an International Training Company license and greater, let us know the address(es) you would like to have all test emails sent to.

Archive

Archive Documents

Setup Email Archiving

Would you like to know more?