Records Retention

Retention: Configuring Retention Policies
    Introduction Records Retention allows districts to define how long documents should be kept before they become eligible for purge. This article e...
Tue, 27 Jan, 2026 at 11:44 AM
Retention: Expired / Queued / History Tabs
    Introduction The Records Retention screen provides a controlled workflow for managing documents that have reached their expiration criteria. This...
Tue, 27 Jan, 2026 at 11:43 AM
Retention: Manager Access (Department vs Global)
    Introduction Records Retention includes two different ways to control who can access retention functionality. This article explains the differenc...
Tue, 27 Jan, 2026 at 11:45 AM
Retention: Audit History and Compliance Tracking
    Introduction Records Retention includes built-in audit tracking to help districts maintain accountability and compliance when documents are expir...
Tue, 27 Jan, 2026 at 11:46 AM