View record categories assigned to 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/View-record-categories-assigned-to-a-policy - 2024-04-02 - 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.

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.