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How to archive your sent documents


With Archiving enabled from the configuration program, all your sent PDFs are archived automatically.

 

Click here for more information on how to set up the archive from the configuration program.

 

How to view an archived PDF

Step 1: Select the accessories option from the toolbar.

 

Step 2: Select the email archive option from the folder list.

 

Step 3: Browse the folders listed to locate your document.

 

Step 4: Double click your PDF document and you can view its contents.

 

 

How to resubmit an existing PDF for sending

Any PDF document that you have already sent using Zetadocs can be re-submitted if archiving has been set up.  This is done using the Re-Submit option.  This will create a new Zetadocs document  (named the same as your original PDF document), storing all information, attachments and stationery as the original document.  This allows you to add other attachments, stationery and email sections as required before sending the document again.

 

To use this option:

 

Step 1: Select your PDF attachment using the accessories window.

 

Step 2: Right click your mouse and select the Re-Submit option.

 

Your document will now appear within the document explorer window.

 

 

How to add a sent PDF to another document

Step 1: Select your PDF attachment using the accessories window.

 

Step 2: Right click your mouse and select the Add to Document option.

 

 

What information can I view about an archived PDF

As standard, the following information is stored for each of your archived documents:

 

Document Name

Date Created

User Name

Recipients

Email Subject

 

To view this information:

 

Step 1: Select your PDF attachment using the accessories window.

 

Step 2: Right click your mouse and select the Properties option.

 

 

 

Related Topics

How to re-submit a sent PDF

How to set up the Zetadocs Archive using the configuration program

What is Archiving?