How to manage retention policies at scale with Workbook Scanner

Workbook Scanner can help you scan your desktop or Drive for folders containing DataSnipper workbooks. This way, you can view, modify and apply Document Retention policies at scale to all documents in a folder.

Pre-requisites:

• DataSnipper v25.1 or later
• Elevate Package

How-to Video:

Step-by-Step Guide:

1. Click on Workbook Scanner icon in the DataSnipper ribbon
2. This will open a separate window, that looks similar to the Windows File Explorer. Select the Folder you'd like to scan (for example, you can use this Testing Guide Folder)and click on 'Scan Folder'
3. After the scan is complete, Workbook Scanner will show you a full list of all Excel Workbooks in the selected folder alongside its Retention Types - Temporary, Permanent, Not Set, Unknown.
4. Select the Documents, and click on 'Remove Temporary Documents' to unlink source documents from all workbooks with 'Temporary' retention policies in the folder
5. You can also set filters for Retention types and archival dates to simplify your search through large folders with several workbooks