Retention & Disposition / Transfer Documents to an Agency

Once the disposition date has passed and the disposition type is ‘transfer to external agency’ a section called ‘Disposition Status’ will become available in the properties.

‘Date Transfer Submitted’, ‘Date Transfer Approved’, and ‘Agency Notes’ can be updated

Note

If a document with the same name (from different folders) goes into the same folder, it is named with (1) after the name.

Note

If a folder has retention filtered through to all documents, only those documents will be sent to the archive library, not the folder.