19. Custom Retention Policies [Enterprise Edition]

The Custom Policies folder contains documents having retention policies differing from the document-type retention policy. Access it by first selecting the button from the main menu followed by selecting the icon from the Folders frame.

The Custom Policies Folder

19.1. Defining Custom Retention Policies

To override the default retention policy for one or more documents, select the Set Retention Policy menu item from the Modify menu.

First, choose the length of time each document should be retained in the catalog. You can alternatively select the Retain Indefinitely checkbox to prevent the document from being removed at any time. To remove a custom retention policy, select the Remove policy checkbox.

Select the button to save your changes.

Defining Custom Retention Policies