CaseWare:

Document Management System and Financial Statement Production

Archiving Your Client File
This process allows you to clear unwanted documents, issues and annotation from a client file. The Archive wizard automates the process of file clean up at the completion of the engagement, prior to performing year-end close. Archiving the file clears any issues not set to archive; deletes any document where the Archive checkbox has not been selected; deletes all annotation references to documents that have been deleted as part of the Archive process and, optionally, clears History or Milestones from the file.

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