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Retention & Disposition / Document Retention

Documents in MAGIQ Documents can be retained by applying a Retention and Disposition schedule. This prevents the deletion of the document until the defined retention period is reached.

A document that has a retention schedule applied is protected for the entire period defined in the schedule.

Example:

  • A document is retained for a period of 3 years.
  • The document is then moved to an archive folder.
  • The document stays in archive for 7 years.
  • The document is either transferred or destroyed.

A Retention and disposition schedule can be applied to documents by navigating to the document properties window.

See also