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Introduction:

The purpose of this guide is to help you to complete the steps required to:

  • set up retention events and rules

  • apply them to designated documents

  • perform electronic shredding of batchesdocuments

The guide also defines explains key concepts related to EBR (Event-Based Retention).

Change Log:

Date

Changes

July 2020

Comprehensive Initial documentation about Event-Based Retention

March 2022

Revised to improve comprehension and ease-of-understandingOct documentation

November 2023

Added additional information about shredding and retention rules

Audience: Docupace admins and firm compliance officersAdmins and company Compliance Officers

Functionality: Event-Based Retention identifies how long documents should be kept in storage before being digitally shredded.

Table of Contents

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