Closing and archive
Clear and fast.
Hotel feature
Archive and retention: for law and fiduciary offices
Closed files are archived for the period the practice sets and access is restricted. When the period ends, a reminder for deletion comes.
- German, French, Italian and English
- CHF, VAT and tourist tax
- Data protection under revFADP
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.
Swiss 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 authorised person reopens the file with a reason and the action is logged.
Related topics
Case files
Documents, correspondence, deadlines and hours gather in one folder under the file number.
Learn moreRoles and permissions
Who sees and changes which file and client records is set by roles.
Learn moreSecure messaging
Sensitive documents are shared through a time-limited link and downloads are logged.
Learn more