Retention Policy

A company’s document retention policy dictates how long documents must be retained and what happens to them when they no longer need to be retained. Each client has unique requirements for their document retention policy. The WorkDocs team coordinates with the client to set up their retention policy in the application.

Retention policy is established at the Document Type level meaning that each document type can have a different retention policy applied. The policy may include a timeframe which is how long a document is retained after some event, such as employee termination. It also includes what action should be taken, such as removing the document with approval.

Once your retention policy is set up and a document has reached the timeframe to no longer need to be retained, automatic processes are triggered.