{# canonical_base is the OWNING tenant's origin: all 16 Peasy domains serve the same catalogue, so a page rendered by a non-owner points its canonical at the owner instead of competing with it. Falls back to this site for static/self-owned pages. #}

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peasy / qr

すべてのツールガイド 24 用語集 31 ファイル形式 131 活用事例 302 API

Archiving End-of-Year Financial Records for Retention

Financial institutions must retain transaction records, statements, and audit trails for regulatory compliance periods of 5-7 years. Large document volumes require compression and standardized formatting for long-term storage.

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Export all end-of-year financial records as individual PDFs from each system
Use the PDF Merger to combine related records into logical archive bundles
Apply PDF Compression to minimize storage costs over the retention period
Use PDF Metadata Editor to tag each archive with year, department, and record type
Use PDF Protect to set read-only permissions preventing accidental modification
Upload to the secure archival storage system with appropriate retention policies

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Archiving End-of-Year Financial Records for Retention

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