This article will show you how to enable auto-archiving for files in ImagineShare.

Looking at portal

To begin, log into your portal (using your specified domain name and password provided in your welcome email. If you do not have this information, please email Courtney at cinman@imaginetime.net).

All Workspaces:

Figure 1 shows the “All Workspaces” landing page. This is the first page displayed. Select the “Firm Settings” link from the left side menu area to open the “Firm Settings” dialog page (figure 2).

Figure 1 Screenshot showing the location of the “Firm Settings” link.

The screenshot below (figure 2) shows the “Firm Setting:: Overview” screen. Select the “Advanced Settings” link from the menu bar to load the “Advanced Settings” dialog page (figure 3).

Figure 2 Screen Shot of Settings: showing the location of the “Advanced Settings” link.

Figure 3 below shows the ”Advanced Settings” screen. This is a list of the available settings options. Select the blue ”Update” button at the bottom of the “Settings” column to open the “Settings Update” dialog page (figure 4).

Figure 3 Screenshot showing the ”Advanced Settings” dialog and location of the “Update” button.

Figure 4 below showing the “Advanced Settings:: Update” dialog screen. To enable the “Auto-archiving” of files select the “Time Period for auto-archiving of files” drop-down box. This will display the available options for auto-archiving of files (figure 5).

Figure 4 Screenshot of “Advance Settings:: Update” screen showing the location of “Auto-archiving” files drop-down.

Figure 5 below shows the “Advanced Settings:: Update” screen with the “Auto-archiving” files drop-down opened. You may select 30, 60, or 90 days to keep files in folders before they are archived to the “Archive folder”. Select the required number of days, then select the blue “Save” or “Cancel” button to keep or discard changes (figure 6).

Figure 5 screenshot of the “Advanced Settings” page showing “Auto-Archiving of files” drop-down open.

Figure 6 below is a screenshot of the “Advance Settings” screen showing the “Time period for auto-archiving of files” set to 30 days.

Figure 6 screenshot showing “Time period for auto-archiving of files” set to 30 days.