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 shredding of batches
The guide also defines key concepts related to EBR (Event-Based Retention).
Attention: It may be helpful to review the EBR Glossary with your compliance officer to make sure they understand the essential terms and concepts related to retention before undertaking further conversations related to configuration.
Table of Contents
Change Log:
Date | Changes |
|---|---|
July 2020 | Comprehensive documentation about Event-Based Retention |
March 2022 | Revised to improve comprehension and ease-of-understanding |
Oct 2023 | Added additional information about shredding and retention rules |
Audience: Docupace admins and firm compliance officers
Functionality: Event-Based Retention identifies how long documents should be kept before being digitally shredded.