Retention is primarily used to protect documents from modification or deletion for a selected period of time in order to comply with any necessary regulations. Once the selected time period has been reached, a document may be purged, moved to another location, or copied to another location. Below is a guide on retention.

1. To enable retention options to appear (whether when creating a cabinet or modifying retention on a cabinet/drawer/folder), check the box next to "Enable retention"

When creating a cabinet, under the retention tab, you'll check the box next to "Apply retention to new documents in this cabinet" to allow retention to be applied.

2. Under "Retention Date", enter a number of years, months, or days (or any combination of the three) to retain the document in its current state, depending on what is needed.

3. Under "Suggested Action", select the arrow to drop down, and choose what you wish to have done with the document once its retention date is reached (purge, move, or copy).

4. Under "Protect From", choose to protect the document from deletion or modification by other users, depending on what is required.
NOTE: If you apply retention at the cabinet level, it will apply that retention across all documents saved to that cabinet from that point on.

If at any time the retention date on an item needs to change, right click on the item in question and select "Edit <cabinet/drawer/folder/file> Retention" (Ex. "edit drawer retention)
Select "Change" in the screen that displays.

Under "Add Reason", enter the reason for the retention change, then select the green plus to add the item to the blank space below.

Select the reason (in this example, test), then make your changes to the retention as needed. You'll notice that once you select a reason, the Enable Retention checkbox is no longer grayed out. Once this is complete, select OK at the bottom of the screen.