You assign specific document types or record categories to a policy. After you assign the document type or record category to a policy and activate that policy, Retention Policy Designer automatically places all documents and records indexed with that document type or record category under that policy.
You can assign multiple document types or record categories to the same policy. The document type or record category you assign to a policy also determines the rules you can create for that policy. When you define an event rule, you must make the conditions you define for that rule relevant for the document type or record category assigned to that policy. To create an event rule for a document type or record category, you must determine the custom properties, document or record keys, or task properties associated with the document type or record category. After you define the retention period duration and set the disposition action for the path, you assign the document type or record category to the policy.
Similar to event rules, the document type or record category you assign to a policy is also a consideration for time rules. If you create a time rule that uses the custom property date type, you must associate that date with the document type or record category you assign to the policy.
Note: When you configure a policy that contains rules specific to records, the system prevents you from assigning document types.