Folder Retention¶
Protect folders from deletion by applying retention schedules that enforce compliance requirements.
What Is Folder Retention?¶
Folder retention applies a Retention and Disposition schedule to a folder, preventing its deletion until the defined retention period has elapsed.
Benefits of Folder Retention¶
| Benefit | Description |
|---|---|
| Deletion protection | Folder cannot be deleted during retention |
| Cascading protection | Applies to all documents within |
| Compliance | Meets legal and regulatory requirements |
| Automated tracking | System tracks retention dates |
Applying Folder Retention¶
- Navigate to the folder
- Click Action → Folder Properties
- Click Retention in the sidebar
- Select a Retention and Disposition schedule
- Click OK
Folder vs Document Retention¶
| Scope | Description |
|---|---|
| Folder Retention | Protects the folder itself from deletion |
| Document Retention | Protects individual documents |
Combined Protection
You can apply retention schedules at both folder and document levels for comprehensive protection.
Retention Schedule Options¶
| Option | Description |
|---|---|
| Retention Period | How long folder must be retained |
| Disposition Action | What happens when retention ends |
| Assignee | User responsible for disposition |