Creating an Archive Folder

Creating an Archive Folder

The System Administration application Table Setup Archive Options screen allows you to designate network shared folders as storage locations to create an archive folder.

The best practice is to create new archive folders periodically, sending new archive copies to a new folder location. Periodically having new folders breaks up the files into smaller sets by date, making them easier to manage. For example, you might create a new folder on the first of every year, breaking your archived documents into sets by year.


  1. Create a new network shared folder using procedures applicable to your network.
  2. Grant your Windows network users of the Servicing Director applications a minimum of read and write permission or access to the new network shared folder.
  3. Open the System Administration application Table Setup Archiver Options screen. 
  4. Click the Fixed Hard Drive button.
  5. Click the New Folder button.
  6. Click the Browse button, and browse to the new network shared folder.
  7. Click on the network shared folder to select the folder, and click OK.
  8. Click the OK on the New Folder screen, and the list of hard drive folders should now include the new network shared folder.
  9. Click Close, and return to the Archiver Options screen.
  10. Click the Active Folder list, and select the new network shared folder.
  11. The new network shared folder will now be the active archive folder.

Note: Newly created archived documents will immediately be stored in this new network shared folder.  All previously archived documents will still be stored in their original network folder location, and will continue to be retrieved from their original network folder location.

For additional Servicing Director Archiver Options screen information, see the Servicing Director application Help topics.

ArticleNumber:

000047289

    • Related Articles

    • Creating a Servicing Director test server

      You want to create a Servicing Director test server with a copy of your production server data, and after making all the required changes, use the test server for testing and training. The procedure below is for your local IT or system administrator ...

    • Moving a Servicing Director Archive Folder

      To move a Servicing Director archive folder to a new folder location. Once the folder is moved to a new location, you may also need to update the Servicing Director database references to that folder. This information is for your Servicing Director ...

    • Creating a Servicing Director Custom Report

      To create your own report using data from the Servicing Director database. Reports are created in the program Crystal Reports XI, combined with creating a database view to query your Servicing Director database. Prerequisite: Licensed copy of Crystal ...

    • Having the Servicing Director \SvcData Folder on a Server Other Than the Database Server

      The Servicing Director \SvcData folder is updated by the Servicing Director SQL database server and always used by the Servicing Director desktop applications. It is required to be a local folder on the database server. If you want to have the ...

    • Creating a Servicing Director Custom Letter

      The procedure below describes how to create your own Servicing Director letters using data from your Servicing Director database. You create the letter using your own copy of Microsoft Word or Crystal Reports to create a custom template document. For ...