Document Retention helps you handle sensitive documents within workbooks consistently and in line with compliance requirements, removing the inefficiencies and potential errors of manual processes.
Pre-requisites
DataSnipper v25.1 or later
Elevate Package
Please note: Document Retention policies are customizable at the individual user and workbook level, allowing flexibility to suit specific project or user needs. Retention settings are not applied at a company-wide level.
How-to video
What the video covers: a walkthrough of setting Document Retention policies in a DataSnipper for Excel workbook. It shows the retention pop-up that appears after import, choosing between temporary and permanent retention, applying a policy to future documents, and editing retention later from the Document Organizer.
How to set Document Retention after import
First, import any document to get started.
Immediately after import, you will see the Document Retention pop-up window.
Select the retention type. If you want to be reminded when to unlink documents from this workbook, click Temporary and select a due date.
If you prefer to have the documents linked to the workbook permanently, click Permanent.
To preserve the selected retention status for all the documents you will import into this workbook, check Apply to Future Documents.
How to modify retention in the Document Organizer
Click Organize in the DataSnipper ribbon to open the Document Organizer.
Select the documents in the Organizer and click Edit Retention on the top ribbon of the pop-up.
You can change the retention policy for your documents here. For example, if you previously chose temporary retention, you can choose to permanently retain the document within this workbook by selecting Permanent.
Click Confirm to apply changes.
How to manage Document Retention policies at scale
To learn how to manage Document Retention policies for all Excel workbooks on your device or drive, please refer to this article.