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Event-Based Retention

Date

Change

Date

Change

Nov 2024

Updated for R1 2024

Nov 2023

Added additional information about shredding and retention rules

July 2020

Initial Version

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

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

Audience:

  • Compliance Teams

  • Back Office Users

  • Admin Users

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

In this Guide:

 

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