There are four types of storage areas available in Document. Each storage area serves a different purpose.
- Managed Storage. Managed storage is the primary storage area for active or current files. Files in this area are managed through the Document application. It is suitable for storing most types of files.
- By default, managed storage is on the CCH Axcess Cloud. If your firm prefers to store files locally, you can instead set up managed storage areas on network attached storage (NAS) devices using the DSP.
- Extended Storage. Extended storage is an optional storage area. It is most often used for files that need to maintain links to other files. For example, CaseWare® files, QuickBooks® files, and linked Microsoft® Excel® spreadsheets are often in extended storage.
- When you add a file to an extended storage area, you can choose whether the file should be visible in Document Central.
- Extended storage is only available if local storage has been set up using the DSP component.
- Archive Storage. Archive storage is a secondary storage area that is used to store older or inactive files.
- Recycle Bin Storage. Recycle bin storage holds deleted or expired files. Files in this area can be restored or purged.
When Document is set up initially, your firm can select the location for each type of storage that requires it.