Retention Rules in v5.2

Building Lifecycle Applications for v5.0


Table of Contents

Once the document's lifecycle is complete you can configure retention policies to disposition the document.

retentionpolicy.png

Field Name Description
Policy Name The name of the retention policy
Policy Description The description of the retention policy
Cabinet The cabinet associated with the retention policy.
Trigger Rule

The DocScript that defines the trigger for documents that qualify for retention.

Policy Rule

This DocScript defines what happens when the trigger is successful.