Document Type Retention Policy

Document Type Retention Policy

Retention Policy

The Retention Policy screen defines the length of time documents of the document type will be retained in Content Central.

With an Enabled policy, documents will expire when the document age becomes older than the 'Length of time documents of this document type will be retained'. The document age starts upon capture or on creation date.

The Catalog Service is responsible for removing these expired documents from the Content Central database and moving the files to the Deleted Content Folder specified in the Configuration Manager. The document destruction process will occur at the frequency, starting day, and starting hour specified.

Users with the Allow Retention Overrides permission can override the default document type retention policy and specify custom retention policies on individual documents of the document type.

Steps to Configure Document Type Retention Policy

  1. Login as user with 'Allow Retention Overrides' permission.
  2. Go to Administration > Catalog and Document Type.
  3. Specify a Catalog and Document Type to configure.
  4. Go to Retention Policy page to configure.
  5. Click Apply to save changes.

BY CHARLOTTE KING




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