How to set Document Retention policy in Excel workbooks

Ensure consistency, compliance, and efficiency in document management with Document Retention. This feature assists users to handle sensitive documents within workbooks, eliminating the inefficiencies and potential errors of manual processes.

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 on Temporary, and select a due-date.
If you prefer to have the documents be linked to the workbook permanently, Click on 'Permanent’
To preserve the selected Retention status date for all the documents you will Import into this workbook, check off 'Apply to Future Documents’

Click on Organize in the DataSnipper ribbon to open Document Organizer
Select the Documents in the Organizer, and click on 'Edit Retention' on the top ribbon of the pop-up
You can change the Retention policy for your document(s) here. For example, if you previously chose temporary retention, you can choose to permenantly retain the document within this workbook by selecting Permanent here.
Click on 'Confirm' to apply changes

To learn how to manage Document Retention policies for all Excel workbooks on your devide or drive, please refer to this article.