How to Assign a Retain Period

Use this procedure to assign a retain period to documents.

Retain periods determine how long documents will be retained.

  1. From the Documents grid, select one or more documents
  2. Right-click the selection and click Set Retain Period.
    This opens the Set Retain Period dialog box.
  3. Set the retain period.
    • Use the Retain for options to retain documents for a specified time period. Time periods can be specified in years, months, days, hours, and minutes.
    • Use the Retain until options to retain documents until a specified date and time.
  4. Click OK.