In some instances, you may want to change the retention plan assigned to a Folder Type that already has folders created. When you change a folder's retention plan, the action is logged to the folder's history.
Note:
When changing a retention plan, retention will be based on the current date, not an event date. For example, you change a Folder Type retention plan from a five-year retention plan to a one-year retention plan on April 11, 2015. Folders that are closed or cutoff are no longer basing retention on original the event date, but rather April 11, 2015.
To change a retention plan for a Folder Type with existing folders:
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In the Records Management tab of the Folder Type configuration screen, click Change Retention Plan. The Change Retention Plan dialog box is displayed.
