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This article applies to:

  • Product: Pagero Online

Manage eArchive settings

Set up your company's eArchive settings in the Company Profile tab by editing document retention details and saving changes to comply with legal requirements.
note
These settings are currently only available for customers who have been migrated to the new archive solution. This is currently limited to Region 2, meaning customers using Pagero for the French e-invoicing mandate.
Pagero eArchive solution is a value-added product offered by Pagero. This ensures legal archiving for your fiscal and business documents transported via the Pagero Network. The solution is adaptable to multiple legislative requirements and relevant country-specific requirements with minimum configuration by you as a customer.
Without the eArchive solution, your documents will be retained in Pagero Online for the default storage period. Only users with company administrator permissions have access to configuring settings related to the eArchive. If you don't have the
Company Profile
 option in the navigation panel, contact the person assigned as
Company admin
 for your company.
note
Only Pagero personnel can turn on or turn off the eArchive solution for your account. To request activation or deactivation, contact Pagero Support.
Do the following to manage your company’s retention settings:
  1. Select
    Company Profile
    Document Retention
     tab.
  2. The
    Document Retention
     table lists all document types with their current
    Retention policy
    ,
    Retention type
    ,
    Retention time
    , and
    Jurisdiction
    . Select a row to open the
    Details pane
    .
  3. In the
    Details pane
    , select
    Edit
    .
  4. Select the
    Retention type
     that applies.
    note
    • The options available depend on the country selected in the
      Jurisdiction
       dropdown.
    • If your country only has 1 retention rule for all documents, only the
      Standard
       type will be available.
    • Each
      Retention type
       sets a legally reviewed storage period. Pagero updates these automatically when legislation changes.
  5. The
    Retention time
     is set automatically based on the selected
    Jurisdiction
     and
    Retention type
     and shows the number of years your documents will be stored.
  6. Select
    Save
    .

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