The web based ePortal is designed to automatically archive Functional Acknowledgement (997) documents one month from receipt on ePortal of the Functional Acknowledgment (997) documents.  This process will move the Functional Acknowledgement (997) from your ePortal Inbox to your ePortal Archive Inbox and from your ePortal Outbox to your ePortal Archive Outbox.

All other documents that are received and sent to ePortal will be automatically archived six months from receipt on ePortal.  If changes are not made to the default settings available within the Configuration, ePortal Options menu the aforementioned process is in place.

The information above outlines the default settings for the ePortal auto-archive process.  ePortal Subscribers can control these settings within the Configuration menu on ePortal in the ePortal Options section.  Additionally these settings offer a choice to remove documents from the Archive folders after a set period of time.  The ePortal Configuration, ePortal Options window is shown here:

 

 

 

The removal of documents from the Archive folders results in these documents not being available for display on ePortal.  If you require the reinstatement of documents that have been removed from archive please email support@ebridgesoft.com and we will be happy to assist with this process.

If you have questions about this option or any other options on ePortal please contact us via email at support@ebridgesoft.com and we will be happy to answer your questions.

 

Natalie Beauchamp

Manager, Technical Services.

 

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