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).
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.