View record categories assigned to a policy - Manage Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Manage Records

Platform
Perceptive Content
Product
Manage Records
Release
Foundation 24.1
License

You can assign a retention policy to record categories in File Plan Designer. To view a list of the record categories associated with a retention policy, complete the following steps.

  1. In Retention Policy Designer, click File > Assign.
  2. Click the Record Categories tab.