Paperless Invoices Preferred

The option to indicate that the site prefers to receive invoices electronically rather than by mail.

This field is available to external users with Admin or Edit roles when paperless invoicing is enabled.

This preference may be overridden at the fee category level for fees that must be mailed.

When selected, the site’s invoice documents cannot be downloaded or printed from the Document Set Details page, helping prevent accidental mailings.

Prevent External Access

The option to prevent external users from accessing the site.

This may be helpful if the site record should never have external accounts related to it.

Exempt From Site Purge

The reason that the site is exempt from purge rules.

When a site has been exempted, this status is displayed in the right sidebar of the Details tab.

This may be useful if no records for a site should be purged—for example, due to a litigation hold (also known as a preservation order), FOIA request, or historic significance.

For more information on the purge process, see the Record and Document Retention and Purging page.