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Produit: Pagero Online

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:

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.

Begin by selecting which country's jurisdiction should be applied.

Go to the setting Select jurisdiction
and select the applicable country from the drop-down.

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.

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.

Select the number of years your documents should be archived for under Set preferred Retention Time
. The drop-down offers options between 1-30.

Click Save.