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Manage Retentions

Records retention and purging is defined based on your record guidelines.

Add Retention

  1. From the menu on the left side, go to Admin > Fileroom > Retention Settings.
  2. Click the Add Retention button.
  3. Enter the Retention Name.
  4. Select the Retention Period.
  5. Enter the Quantity.
  6. Click Save.

Assign Retention to a Doc Type

  1. From below the admin menu, click the Doc Types
  2. Click the document type you want to open under the Doc Type column.
  3. In the pup-up window, uncheck Retention Disabled, then select the retention you want to assign to the Doc Type using the Retention field.
  4. Click Save when finished.

Retention Check

This page shows only existing documents that have reached their retention period.

  1. From the menu on the left side, go to Admin > Fileroom > Retention Check.
  2. All documents listed have reached their retention period. You can use the search fields to filter the document list if needed.
  3. From the Fx menu, you have the option to Delete or Export documents that have reached their retention period.

Table of Contents

Structure
  • Managing Cabinets
  • Managing Folders
  • Managing Subdividers
  • Managing Document Types
Security
  • Setting Up Your Profile
  • Enabling PDF Tools
  • Managing Users
  • Managing Groups
  • Group Permissions
Filing Documents
  • Filing a Single Document
  • Filing Multiple Documents
  • ARIE Functions
Document Handling
  • Gallery View
  • Content Search
  • Folder Details
  • Reports
  • PDF Forms
  • HTML Forms
  • Merging Pages to Existing Documents
  • Managing Onboards
  • Document Retention
  • ARIE Requests
  • Variable Naming
  • Document Tags
  • Mail Merge Letters
  • Held Documents
  • My Shared Documents
  • Managing Shared Documents
  • MS Add-Ins
  • FX Functions
Workflow
  • Completing a Workflow
  • Managing Workflow
  • My Workflows
  • My Onboards
  • Supervisor Workflow
ARIE
  • Summary
  • ARIE Native
  • ARIE Multiple
  • ARIE Single
  • ARIE Direct
  • ARIE Named
  • ARIE Batch
  • SmartScan
  • Folder Load
  • ARIE Settings (Self-Host Only)
  • Templates (Zonal Capture)
  • ARIE Queue
Misc. Administrative Items
  • Company Branding
  • Setup for Cabinet/Document Types
  • Slider Broadcast
  • Email Templates
  • SMTP Settings
  • Document/Folder Recovery
  • Administrative Logs
Dashboards
  • User Dashboards
  • Admin Dashboard
Contact Management
  • Accounts
  • Contacts
  • Campaigns
  • Opportunities
  • Reminders
  • Appointments
  • Email Templates
  • CM Documents
LMS
  • Manage Courses
  • My Courses
Desktop Application
  • Using the Desktop Application

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