An agent that archives documents according to date modified

These selections create an agent that copies all documents modified more than 60 days ago from the active database to an archive database with the file name ARCHIVE.NSF. The agent deletes the archived documents from the active database after all the documents have been copied.

Table 1. Example - Agent 1

Setting	Selection
When should this agent run?	On Schedule Monthly
Which document(s) should it act on?	All documents in the database Add Action: @Function formula Search for documents created more than 60 days ago
What should this agent run?	Simple action: Copy to Database ARCHIVE.NSF Simple action: Delete from Database

An agent that archives documents according to fieldstatus

These selections create an agent that weekly copies all documents with a Status field set to "Closed" from the active database to an archive database with the file name ARCHIVE.NSF. Then the agent deletes the archived documents from the active database.

Table 2. Example - agent 2

Setting	Selection
When should this agent run?	On Schedule Weekly
Which document(s) should it act on?	All documents in the database Condition: by Field Search for documents where field Status contains Closed
What should this agent do?	Add Action: Copy to Database ARCHIVE.NSF Add Action: Delete from Database

Related concepts
Using an agent to delete and archive documents

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