Activate a policy - Retention Policy Designer - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-retention-policies/Activate-a-policy - 2024-04-02 - When you activate a policy, the documents or records indexed with the assigned type fall under that policy. When a policy is active, you cannot inactive it, nor can you modify the disposition actions. To activate a policy, complete the following steps.

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License

When you activate a policy, the documents or records indexed with the assigned type fall under that policy. When a policy is active, you cannot inactive it, nor can you modify the disposition actions. To activate a policy, complete the following steps.

  1. In Retention Policy Designer, click File > Activate.
  2. Optional. To activate another policy, complete the following substeps.
    1. Click File > Open.
    2. In the Open Policy dialog box, under Select a policy, select the policy you want and click OK.