Creating a Document Retention
Diane Luc avatar
Written by Diane Luc
Updated over a week ago

Available only on Enterprise Plan

Document Retention gives the user the option to set up an automatic action to either archive or delete records after a set amount of time. Perhaps you would like to automatically archive items that have been expired for 2 months. Below is a step-by-step process on how to achieve this:

To create a Document Retention, go to your Account Settings, and on the left-hand side under ‘Tools’, select ‘Document Retention’. Then select the green button ‘New Document Retention’.

You will be redirected to where you can name and provide a description of your retention, as well as set the Entity Type to either Expiration Item, or Contact. Remember to save.

Once created, you can now set up the retention to apply the way you want it to by using rules. In this case, the condition is that the expiration item’s status is expired and will retain that for 2 months before becoming archived. Remember to save your changes.

Keep in mind that these Document Retentions do not need to apply to a group of records at a time and can be applied to a specific item or contact.

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