Closing and archive
Clear and fast.
Hotel feature
Archive and retention for law and fiduciary offices, for U.S. teams
Personal data is handled with PIPEDA and province privacy laws in mind, so access, retention and deletion requests are defined early. Closed files are archived for the period the practice sets and access is restricted. When the period ends, a reminder for deletion comes.
- English and the community languages your customers speak
- CAD, GST/HST and local levies
- Data protection under PIPEDA
The archive rule applies itself
When a file closes, a retention period is assigned by subject type and documents move to a read-only archive. Access to archived files is limited by permission and every opening is logged.
Your benefits
How we work
- 1
Clarify requirements
By e-mail we discuss your property, your workflows and your goals and agree on the scope.
- 2
Build and connect
We build the solution to fit your hotel and connect it to your existing systems.
- 3
Test and launch
We test with real workflows, train your team and only go live when everything is right.
Canadian specifics
Retention and destruction periods vary by professional rules, contract and law; the practice sets them and the system applies them.
Frequently asked questions
Can an archived file be reopened?
Yes; an authorized person reopens the file with a reason and the action is logged.
Related topics
Case files
Case files for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreRoles and permissions
Roles and permissions for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn moreSecure messaging
Secure messaging for law and fiduciary offices in the U.S.: fixed CAD quote, GST/HST by province, PIPEDA-aware.
Learn more