Event-Based Retention

Introduction:

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

  • set up retention rules

  • apply them to designated documents

  • perform electronic shredding of documents

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

Change Log:

Date

Changes

Date

Changes

July 2020

Initial documentation about Event-Based Retention

March 2022

Revised documentation

November 2023

Added additional information about shredding and retention rules

Audience: Docupace Admins and company Compliance Officers

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

Table of Contents