Document Retention

What is DocuNECT?


Table of Contents

Document Retention

Documents need to be kept for a period of time to meet regulations and internal policies. DocuNECT's document retention allows rules to be applied to different types of documents to manage the retention and document disposition process.

  • Add retention rules to different categories of documents.
  • Retention rules can be based off the document's business or system attributes. For example, a rule can be created to keep all invoice documents 7 years from the creation date.
  • An owner is assigned to the business rule category that receives notifications of documents that are becoming eligible for disposition.
  • DocuNECT supports different methods of disposition from a security change (take the document out of users view) to actual deletion.
  • Documents can be placed on hold if they are still involved in a business process.

The following screenshot shows document categories and sub-categories and the assigned retention policies.

documenttypes.png

Once the records retention period on documents have been reached a workflow task is sent to the category owner so they can approve the disposition, or place documents on hold.

retentiontask.png