Hello, how can we help you?

Recent Searches: Using the Word Online add-in - Using AI resources in the editor - Importing and exporting files - Opening with SoftExpert Editor

Canceling archiving

This content was translated using artificial intelligence. To request a review, please email documentacao_se@softexpert.com.

 

 

Prerequisites

 

Overview

The archiving cancellation is an operation used to undo an archiving that was incorrectly recorded in the system. This feature allows you to correct situations in which a document was archived in the wrong step, in the incorrect repository, or due to an operational mistake.

When you cancel the archiving, the document returns to the state prior to the canceled operation, allowing the correct flow to be resumed — whether to resend the document to the appropriate archiving step or to adjust information before proceeding in the record retention schedule flow.

This feature is restricted to authorized users, ensuring that only those responsible for archival management can perform this action.

 

Canceling the archiving

1. Access the Management > Archiving cancellation (AR028) menu.

2. In the search filter panel, locate the Storage location filter.

3. In the Area field, click the Search icon. button to open the hierarchy of areas registered in the SoftExpert Administration component.

Search Filters panel with the Storage place filter filled in.

4. Locate and select the desired organization area.

5. To use the connected user's area, click the User icon. button.

6. In the results list, select the record whose archiving will be canceled.

7. Click the Execute icon. button on the toolbar.

8. Confirm the system message. After confirming:

  • The archiving will be undone.
  • The document will return to the status prior to the canceled archiving.
  • The flow can be corrected, allowing proper archiving later.
  • The archived documents presented in the list of records vary according to the area selected in the "Storage location" search filter, that is, the documents stored in the repositories belonging to the storage locations found in the informed area will be displayed. By default, the filter is filled in by the system with the area to which the connected user belongs; however, it can be edited.
  • You can use the view button on the toolbar to consult the data of the archiving document.
 

 

Conclusion

The archiving cancellation allows you to correct inconsistencies and recover documents that were archived by mistake, ensuring the integrity of the document flow in the Physical record.

By undoing the incorrect operation, the system restores the appropriate condition of the document, allowing it to correctly proceed to the archiving step provided for in the record retention schedule.

This operation contributes to the accuracy of the physical collection and reinforces the control of document movements, ensuring compliance and traceability throughout the archival management process.


Was this article helpful?