Pagero Online eArchive settings - How to configure retention preference

Who can access the eArchive settings?

Only users with the user role “Company admin” 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 account

How to configure a Retention Type

Go to Settings, select “Settings”, “Company settings” and navigate to the “Archive” tab.

1. Begin by selecting which country's jurisdiction should be applied
   1. Go to the setting “Select jurisdiction” and select the applicable country from the drop-down.
2. Select Retention type
   1. 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.
   2. If your country only has 1 retention rule applicable for all documents, only the “Standard” type will be available for selection.
3. Click Save

How to set a customized retention time

Go to Settings, select “Settings”, “Company settings” and navigate to the “Archive” tab.

1. Begin by selecting which country's jurisdiction should be applied
   1. Go to the setting “Select jurisdiction” and select the applicable country from the drop-down.
2. Check the checkbox “Customize Retention Time” to activate the option
   1. 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.
3. Select the number of years your documents should be archived for under “Set preferred Retention Time”
   1. The drop-down offers options between 1-30,

Click Save

For more information and general FAQ, please see the Pagero Online eArchive - FAQ