Compliance officers Officers configure the
Configuring a Retention Rule for Automatic Shredding
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Rw ui steps macro | |||||
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Create a Retention Rule as described in the Creating New Retention Rules section of this guide.
Set the Automatically add to Shredding Batch when Rule Expires field to
Click Save to save the rule configuration.
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Note: If necessary, you may You can also manually place additional documents into Shredding Batches.
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Three Application Preferences control automatic shredding for your Docupace site. :
Automatically generate shredding batch - controls whether batches must always be created manually
Shredding batch name format - date format for the name of the batch
Max shredding batch size - the number of documents allowed in each shredding batch
Administrators with access to the Application Preferences (242) domain can change these settings:
Application Preference | External ID | Default Value | Change to |
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Automatically generate shredding batch |
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Shredding batch name format |
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Your preferred date format using day, month and year. | |
Max shredding batch size |
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| The maximum number of documents you want to automatically add to a batch. |