Compliance officers configure Retention Rules and the Retention Matrix to determine how long each document must be kept in storage.

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:

Configuring Additional Site Settings for Automatic Shredding

Three Application Preferences control automatic shredding for your Docupace site. Administrators with access to the Application Preferences (242) domain can change these settings:

• Automatically generate shredding batch - controls whether batches must always be created manually (external ID docupace.retention.populateShreddingBatch.createNewBatchAllowed, default value No must be changed to Yes)

• Shredding batch name format - date format for the name of the batch (external ID docupace.retention.shreddingBatchNameGenerator.batchNameFormat, default value yyyy-MMM)

• Max shredding batch size - the number of documents allowed in each shredding batch (external ID docupace.retention.populateShreddingBatch.maxBatchSize, default value 10000)