Retention, archiving and purging

Configure the archive behaviour for deleted document records, configure archiving and purging rules per type, run the archive process, show what archiving does and does not remove, then show the purge behaviour and its irreversibility. Purging is irreversible. Test in a non-production environment. That is said twice on purpose — once before it runs on screen and once after. Retention periods come from the client's legal advisers, per document type, per jurisdiction. Never set them yourself. And configure retention during implementation, not later. Retrofitting retention onto years of accumulated records is far harder than doing it at the start — and the accumulated records are themselves a risk in the meantime. Both halves matter; the second is what makes it urgent rather than merely tidy.

In this module: Module 13 · Document Records

1. 1Document records and why access matters most
2. 2Document types and categories
3. 3Controlling access
4. 4Flexfields and contextual attributes
5. 5Generating letters
6. 6Retention, archiving and purging
7. 7What breaks
8. 8Lab: eight document types and an access matrix