Archive a Contractor Document at Contractors Request
Contractors can not archive their own documents (unless auto archiving via the replace function of an existing document). If a contractors wants a document archived and to protect the integrity of data, a contractor can only request an archive. IMAGE below is from the Contractor view.
STEP BY STEP:
Notification will be sent to the Client (or Zerite if fully managed) to approve the archive request.
The email will contain the:
- Contractor Name
- Document to archive
- Reason for request
Go to the contractor page, and if OK, archive that specific document.