Configure Document Archive

Use this routine with STORIS Legacy credit card processing to define parameters used to control the Document Archive module. In order to edit settings on this screen, the Document Archive module must be licensed and active via General System Control Settings.

These settings determine which business documents should be archived, under what circumstances the documents are archived, and where the archived documents should be placed where the 3^rd party archiving tool can locate them. The grid is populated with the business documents listed in the grid of Configure Document Signature Capture that STORIS has enabled for archiving. If the business document is not listed within the grid, it has not yet been enabled for archiving by STORIS.

The Archival Process

When a business document is available to be archived, STORIS retrieves the encoded signature (if appropriate) and the archival folder path then sends this information to the Electronic Forms Printing Software for processing into a PDF. During this time, STORIS also specifies the name of the PDF to be stored in the archival folder, which is set as DocumentType_Reference#_Date_Time.PDF, where the date component is in the MMDDYY format and the time component is in the HHMMSS_internal time in milliseconds. This naming format helps create a unique file.

The DocumentType for the insurance form and cancellation form is "ISFO". The DocumentType for pickup tickets generated from either Enter a Sales Order or Complete a Pickup without Accessing Order Entry is "PUTX".

Program + Document

To edit the fields below, select a row in the grid representing the business document you want to edit.

Choose the condition in which the document should be archived. You may select both options, one option or no options.

Print And/Or Email - When STORIS generates a physical or electronic copy of the document.
Signature - When STORIS captures an electronic signature for the document.

Enter the path to which the archived PDF is to be written.

The grid is pre-populated with all of the business documents that STORIS has enabled for archiving. You can select each document type and indicate if you wish the system to archive the document, under what circumstances the archiving should take place and where the archive should be placed. Click the Save button at the top of the screen to update your changes. For each document, the following is displayed:

Program - Program that generates the business document. Currently, these are All*, Complete a Pickup without Accessing Order Entry, Enter a Customer Payment/Refund/Gift Certificate, Enter a Quick Sale, Enter a Return, Enter a Sales Order, Enter an Exchange, and Print Insurance Forms. *"All" indicates that the Document is not tied to a specific program; for example, a credit application can appear anywhere in STORIS.
Archive - Click the Arrow button and select one of the following to indicate if, and under what circumstances, the document (event) is to be archived.

Never - The document is never archived.

Create - The document is archived only upon creation of the document. If the document is modified at a later time, no further archiving takes place.

Create and Update - The document is archived upon creation of the document and any time the document is modified.

Document - The business document
Export Path - The location on your PC where the archived PDFs are stored.

Select a line from the grid to edit the appropriate fields.