Available only on Enterprise Plan.
Expiration Retention gives the user the option to set up an automatic action to either archive or delete records after a set amount of time. Perhaps you would like to automatically archive items that have been expired for 2 months. This will remove them automatically from your active expiration list view.
To access your Expiration Retention section; Click on your name in the top-right corner and then on Settings in the drop-down menu.
On the left-hand menu under "Tools", select ‘Expiration Retention’. From there you are able to click the green ‘New Expiration Retention’ button in the top-right corner.
You will be redirected to where you can name and provide an optional description of your retention, along with setting WHEN you want expiration items to be removed from your active list, and finally, if you wish to either archive or delete them. Remember to click 'Create' when done.
You can now set up the retention you created to apply the way you want it to by using rules. So from your list of retentions, click the name of the one just created to apply a specific condition(s).
In this example, the condition is that any expiration items with the document type 'Background Check' will be automatically archived after they have been expired for two months (two months since the expiration date). Remember to save your changes.
You can add several conditions or a group of conditions, depending on the criteria you wish to apply to your retention.
