Cancel archiving
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Prerequisites
- Access to the menu Management > Archiving cancellation (AR028).
- Filing previously registered in the system.
- Management permission to cancel filing operations in the SoftExpert Archive.
Presentation
Filing cancellation is an operation used to undo a filing that was registered incorrectly in the system. This functionality allows correcting situations in which a document was filed in the wrong stage, in the incorrect repository, or due to an operational mistake.
When filing is canceled, the document returns to the state it had before the canceled operation, allowing the correct workflow to resume — whether to forward the document to the appropriate stage of physical filing or adjust information before continuing in the retention schedule workflow.
This functionality is restricted to authorized users, ensuring that only those responsible for archival management can perform this action.
Cancel archiving
1. Access the menu Management > Archiving cancellation (AR028).
2. In the search filter panel, locate the Storage place filter.
3. In the Department field, click the 
button to open the department hierarchy registered in SoftExpert Administration.
4. Locate and select the desired department.
5. To use the connected user's department, click the 
button.
6. In the list of results, select the record whose filing will be canceled.
7. Click the 
button on the toolbar.
8. Confirm the system message. After confirming:
- The filing will be undone.
- The document will return to the state it had before the canceled filing.
- The workflow may be corrected, allowing proper filing to be performed later.
- The filed documents shown in the list vary according to the department selected in the “Storage Location” search filter. In other words, the list displays documents stored in repositories associated with storage locations belonging to the selected department. By default, the filter is filled with the connected user’s department, but it can be edited.
- It is possible to use the view button in the toolbar to consult the document data of the filing.
Conclusion
Filing cancellation allows correcting inconsistencies and restoring documents that were filed incorrectly, ensuring the integrity of the document workflow in the Physical Archive.
By undoing an incorrect operation, the system restores the proper condition of the document, allowing it to proceed correctly to the filing stage defined in the retention schedule.
This operation contributes to the accuracy of the physical archive and reinforces control over document movements, ensuring compliance and traceability throughout the archival management process.