Compliance officers configure Retention Rules and the Retention Matrix to determine how long each document must be kept in storage.

To configure a Retention Rule to automatically place documents into batches for shredding once the documents exit retention, proceed as follows:

Rw ui steps macro
Rw step Create a Retention Rule as described in the Creating New Retention Rules section of this guide. Rw step Set the Automatically add to Shredding Batch when Rule Expires field to Yes. Rw step Click Save to save the rule configuration. Tip Done! When the rule Duration expires, the system will automatically create a new Shredding Batch and add documents with this rule to it.

Configuring Additional Site Settings for Automatic Shredding

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