How to set Selective Retention
How to set Selective Retention
Note: Item in this guide will mean both folders and/or documents in the Data Room.
- Start by clicking on the Folder tab.
- Go to the item you wish to set the retention for.
- Open the View dropdown list
- Exclusive for folders: If you are in the folder you wish to set the retention to in the Data Room, in the strip that contains the folder name, on the right-hand side is the drop-down option called View. Click to bring up the dropdown list.
- To get to an items Details, highlight the item If you are in the parent folder of the folder then highlighting the folder a link should appear labeled details. This way works for other items as well. Hover over the item in the Data Room to highlight it and hit the details link that appears.
- This details view will contain the drop-down option View. Click the drop-down link and go to the section labeled Properties and click it.
- You will be brought to a new menu with the items name still in the bar above the menus. The menus on the page are ‘Status Information,’ Configuration, and ‘Properties.’
- Under configuration the label ‘No retention period Change’ or ‘Retain Until: # day(s) Change.’ Click the Change link. The pop-up Change Retention Period appears. Next to the label Retention Period is a text box where you can set the number of days.
- Once you have set your retention of choice, click the OK button.
Looking for links within our online help guide?
Change Retention Periods for Documents and Document Collections
Define Retention Period for Data Room Items
Actions that Influence the Retention Period and Automatic Deletion
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