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How do Archive & Delete Policies different from Records Retention?

The key distinction is that records retention policies determine how long records are maintained, whereas archive and delete policies govern how long records remain in a specific location before being archived or deleted. The Archive & Delete policy can override the original expiration date set by the retention policy, specifying when data should be archived or removed. Archive and Delete policies are much simpler to set and easier to manage whereas Records Retention gives you much more controls and needs approvals before removing records but is more involved to setup and maintain.    

 

 

What happens to items that are removed by a policy?

The Archive & Delete policy might permanently delete files or folders, or it might move them to the Recycle bin. If you select delete policy that says 'Delete with Recycle', you can recover deleted items from the recycle bin. 'Delete Permanently' option will permanently deleting or removing data from Documents & Archive nodes.

 

 

How do I search the Archive Folder?

By default, when you search for Docsvault items, the system searches for documents that are not archived. If you want to search for archived documents, enable the checkbox 'Search in Archive' in the search dialog. The system will now search only the Archive.

 

How to prevent Automatic Archiving or Deletion?

To prevent documents from being automatically archived or deleted, you can flag them with the "Archive Policy Hold" status. This will exclude them from the automatic archiving and deletion processes.