Document Archive
Archive categories, subcategories, retention context, and structured document storage.
Module overview
This guide is generated from the EGKits public module catalog so documentation stays aligned with module pages, signup forms, and support workflows.
Who uses this module
Compliance
Finance
hr
legal
Recommended rollout
1
Scope the module
Review module goals, users, master data, and related modules.
2
Configure workflows
Set permissions, defaults, approval rules, reports, and integrations.
3
Validate with users
Run pilot scenarios with real operational examples and confirm outputs.
4
Go live safely
Launch with support coverage, monitoring, and a post-go-live improvement backlog.
Archive categories
Archive subcategories
Upload routing
Module-linked archive
Retention-ready organization