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Retention Period

Retention Period

Retention Period – Document will automatically archived at the end of the retention period (leave blank if the document should not be automatically archived)

Step-by-step instructions:

  1. Click on the Documents icon.
  2. Click on the Document Management menu item.
  3. Click on the Manage Documents menu item.


4. Select the My Pending Uploads view from All Documents dropdown.


5. Click on the Add Details link.


6. Select the Retention Period from the Retention Period drop down.

7. After selecting the Retention Period, click on the Save button.




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