Document Archive
Archive taxonomy and retention-ready storage.
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.
#Legal hold
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 |
#Related guides
Browse All Guides or use Search to locate related topics.