Document Type Retention Policy
This applies to Content Central Document Management System.
Document Type Retention Policy
Go to Administration.
Go to Catalogs and Document Types.
Select a Catalog and Document Type to configure.
Click "Retention Policy".
In the "Configure Retention Policy" Page:
When "Enabled" is CHECKED, the document is retained in Content Central based on the "Length of time" settings and the Document Creation Date. When the document has reached the configured "Length of time" from the Document Creation Date in Content Central, the document will be automatically deleted on the next "Document destruction process" based on the set schedule.
When "Enabled" is UNCHECKED, the document is retained in Content Central indefinitely.
Document Creation Date System Field
Document Creation Date is a system field that can be enabled and displayed in the Properties Panel.
To enable the "Document Creation Date", follow these steps:
Go to Administration > System Fields
Move "Document Creation Date" under the "Enabled Fields" column.
Click "Apply" to save changes.
The Document Creation Date is the basis of the Retention Policy. The Document Creation Date is a system Setting.
A workflow rule can be configured that will imitate the Retention Policy, that can be based upon any Date Field value instead of the Document Creation Date.
There is no notification message sent as the document reaches the Length of Time of Retention prior to or after destruction or deletion of the document.
A workflow rule can also be configured for notification purposes when a document is deleted.