How to set auto-archive for letters
Automatically archive old approved and sent letters to keep lists tidy.
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Audience: Owner
- Click your name at the bottom of the sidebar and click Security.
- Open Advanced Security.
- Turn on Auto-Archive Letters.
- Under Archive Period, choose 3 Months, 6 Months, 1 Year or Custom.
- For Custom, choose a From and To month.
- Click Save changes. You'll see Archive settings saved successfully.
[Screenshot: Auto-Archive Letters]
Good to know
- Arvi archives approved and sent letters older than the period, once a day. Drafts are never archived.
- To find archived letters, open the patient's page and use the Archived filter under Recent Letters.
- Last run: shows when it last ran.
- To stop, turn Auto-Archive Letters off. You'll see Auto-archive disabled.
Only the Super Admin can change this setting.