Document Imaging allows users to save Spectrum reports displayed in the Crystal Preview window to a specified Document Imaging cabinet, drawer, and folder. Users can also specify description and keywords in the Archive Reports screen to facilitate report retrieval at a later date.

1. In order to use this feature, the Allow operators to archive reports? checkbox must be selected in the System Administration > Security > Operator Maintenance screen. You must have a security level setting of 1 or higher specified at the drawer or cabinet level to archive reports, and system administrators may further restrict access by limiting permissions to specific cabinets/drawers/folders.
2. Once you are set up with permission to use this feature, you can start archiving reports immediately to the default Archive Reports cabinet, or you may choose to customize the default settings that determine where your reports will be stored, using the Archive Reports Maintenance screen.
3. When a report is previewed, click the Archive button.
   
4. The Archive Confirmation window displays. This screen shows the default settings when saving this report in the current company, or you may overwrite these entries (provided the current archive settings for this report allow you to do so).
   
5. Click Continue to save the .PDF of the report to the path designated for the Document Imaging Drawer, Cabinet, or Document Imaging Installation screen default location.