Compliance Officers configure the Retention Rules and the Retention Matrix to determine how long each document must be stored.

Configuring a Retention Rule for Automatic Shredding

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

Note: You can also manually place additional documents into Shredding Batches.

Configuring Additional Site Settings for Automatic Shredding

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

Application Preference	External ID	Default Value	Change to
Automatically generate shredding batch	`docupace.retention.populateShreddingBatch.createNewBatchAllowed`	`No`	`Yes`
Shredding batch name format	`docupace.retention.shreddingBatchNameGenerator.batchNameFormat`	`yyyy-MMM`	Your preferred date format using day, month and year.
Max shredding batch size	`docupace.retention.populateShreddingBatch.maxBatchSize`	`10000`	The maximum number of documents you want to automatically add to a batch.