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Settings Old Web

eArchive Settings

Pagero eArchive solution is a value-added product offered by Pagero which helps you to ensure legal archiving for your fiscal and business documents transported via the Pagero Network. The solution is adaptable to multiple legislative requirements and is designed to adapt to the 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 90 days.Only users with company admin rights have access to configuring setting related to the eArchive. If you do not see the
Company settings
 option in the side panel, contact the person(s) assigned as Company admin for your company.
Here's how you can manage your company's retention settings:
  1. In the old version of Pagero Online, navigate to
    Company settings
     page. From here, navigate to the
    Archive
     tab. In the old UI, go to
    Settings - Settings - Company settings
    , then navigate to the
    Archive
     tab.
  2. Begin by selecting which country's jurisdiction should be applied.
  3. Go to the setting
    Select jurisdiction
     and select the applicable country from the drop-down.
  4. Select
    Retention type.
    Which retention options you are presented with depends on the country you have selected in step one. The selection displayed are all the options identified in your selected country. If your country only has 1 retention rule applicable for all documents, only the
    Standard
     type will be available for selection.
  5. If you wish to use customized retention type, check the checkbox
    Customize Retention Time
     to activate this option. Checking the check box confirms that you choose to use your own configuration for the account. Doing so disqualifies the account from any automated regulatory updates identified by Pagero’s Regulatory team.
  6. Select the number of years your documents should be archived for under
    Set preferred Retention Time
    . The drop-down offers options between 1-30.
  7. Click
    Save.

This article applies to:

  • PRODUCT: Pagero Online

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