Forum Discussion
Sarah de Launay
8 years agoNew Member
We manage accounting changes for 200+ companies so the documents within the change requests or ETLs need to be saved for however long their corporate requirements are. Some companies require up to seven years. It would be wonderful if we were able to create document management templates for each company and service.
Example: Company ABC requires document backups for ETL services from acquisitions for 7 years and mass updates services for one year. Their share folder on our domain is Share/ABC/ETL and SHARE/ABC/MU respectively.
If you were able to give us the ability to auto send a zipped audit report for specific services to a chosen location on our servers based upon company and service type at final release approval, we would be much better equipped to handle the many audit requests we get annually.
Example: Company ABC requires document backups for ETL services from acquisitions for 7 years and mass updates services for one year. Their share folder on our domain is Share/ABC/ETL and SHARE/ABC/MU respectively.
If you were able to give us the ability to auto send a zipped audit report for specific services to a chosen location on our servers based upon company and service type at final release approval, we would be much better equipped to handle the many audit requests we get annually.