The retention policy defines how long to keep documents of specific types and when to remove them. To assign document types to a policy, complete the following steps.
You can only assign inactive document types to
a policy. To modify record categories assigned to a retention policy,
update the file plan in File Plan Designer.
- In Retention Policy Designer, click .
- Optional. To assign another policy, click . In the Open Policy dialog box, under Select a policy, select the policy you want and then click OK.
- In the <Policy Name>: Assignment dialog box, on the Document Type tab, click Add.
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In the Select Document Types dialog
box, perform the following substeps.
- Optional. If the document or record type you want to assign does not appear under Search results, in the Search for document types field, type all or part of the document or record type name and then click Search.
- Under Search results, select one or more document or record types and then click Add. To select multiple document or record types, select the first type, hold down Ctrl, and then click the remaining types.
- Click OK.
- Click OK.