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.