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The Unalterable Archives Module in MokoCRM ensures that certain documents—such as validated invoices, signed contracts, and financial reports—are archived in a tamper-proof format to meet legal and regulatory requirements. Once archived, the content cannot be modified or deleted, supporting audit trails and compliance. Contact Moko Consulting to enable proper server-side protections and ensure regulatory conformity.

The Unalterable Archives Module in MokoCRM ensures that certain documents—such as validated invoices, signed contracts, and financial reports—are archived in a tamper-proof format to meet legal and regulatory requirements. Once archived, the content cannot be modified or deleted, supporting audit trails and compliance. Contact Moko Consulting to enable proper server-side protections and ensure regulatory conformity.

🧾 Enabling the Module

  1. Navigate to:
    Home → Setup → Modules → Unalterable Archives
  2. Click Activate
  3. Go to Setup → Security → Archiving Rules to define triggers and file types

🗂️ Archive Targets

  • Validated invoices and credit notes
  • Signed proposals and contracts
  • Finalized purchase orders
  • Financial year-end reports
  • Digitally signed PDFs or XML exports

🔐 Archive Characteristics

  • Files stored in a designated read-only archive directory
  • File names hashed or time-stamped to ensure immutability
  • System logs record the archive action, user, and source document
  • Documents become read-only within the MokoCRM interface

⚠️ Legal Considerations

  • This feature supports regulatory frameworks like GDPR, SOX, or French anti-fraud laws
  • Only applies to documents generated and validated within the system
  • External audit systems or digital signatures may be required for full legal compliance

📌 Best Practices

  • Test archiving rules in a staging environment before activation
  • Use dedicated storage volumes with write-once access for compliance
  • Label archived files clearly by year, module, or type
  • Coordinate with Moko Consulting for retention policy enforcement and legal audit setup
  • Back up archived directories regularly and store copies offsite

🛎️ Prefer white‑glove setup?

Moko Consulting can provision the line, port your number, tune policies, and hand you a zero‑drama system with a one‑page runbook.
Find out More Here or Contact us to find out more!
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