An Agent that will create dox and archive old ones
What I m going to need to at year end is run an agent that will examine the different documents and based on a date and status would archive documents to a archive database.
Part two may be harder
I will need it to create new documents based on the Name field and a formula that wpild look at the number or remaining vacation days. Any days from 1 to 5 would be brought as CarryOver days any thing over 5 would become 5 and then refresh the document.