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Document Disposition

Disposition is the process of handling documents that have reached the end of their retention period.

What Is Disposition?

Disposition occurs when documents have been retained for their required period and are no longer needed for active business purposes. The disposition process determines what happens to these documents.

Disposition Options

Option Description
Destroy Permanently delete the document
Archive Move to long-term storage
Review Manual review before action
Transfer Move to another system or location

How Disposition Works

flowchart LR
    A[Document Created] --> B[Retention Period]
    B --> C{Retention End}
    C --> D[Disposition Task Created]
    D --> E[Assigned User Reviews]
    E --> F[Disposition Action Taken]
  1. Document is created with a retention schedule
  2. Retention period elapses
  3. Disposition task is automatically created (if configured)
  4. Task is assigned to the user defined in the schedule
  5. Assigned user performs the disposition action manually

Disposition Schedules

Disposition settings are configured in Retention and Disposition schedules:

Setting Description
Trigger When retention period ends
Assignee User responsible for disposition
Action What to do with the document
Notification Alert sent to assignee

Manual Disposition

Human Review

Disposition tasks are performed manually by the assigned user. This ensures proper review before permanent actions are taken on documents.

Best Practices

Effective Disposition

  • Define clear retention schedules
  • Assign disposition responsibility to appropriate users
  • Document disposition decisions for audit purposes
  • Consider legal holds before disposing documents

See Also