Automatically delete expired cases or documents

Cases or documents with expired retention periods can be automatically sent to their respective recycle bins. Cases and documents automatically sent to the recycle bin can be manually deleted or restored by users if necessary.

You can combine the Relative retention period and Automatic soft delete parameter to define a set of conditions for each retention policy that will can be used to manage automatic deletion of expired cases or documents.

Set up WorkZone to automatically delete expired cases or documents

1. In WorkZone Configurator  > Retention > Retention policies, select the retention policy you want to set up automatic deletion for.
2. Hover the mouse over the icon to open the icon menu and click Edit to edit the settings.
3. In the retention policy settings form > Relative retention period field, define a relative retention period for the retention policy or make sure the defined retention period is correct.
4. In the retention policy settings form, enable the Automatic soft deletion parameter.
5. Click Save to save your changes and exit the form.

See Also

Automatic deletion of cases and documents

Automatically permanently delete cases or documents

Prevent automatic deletion of cases or documents

Locating items to be automatically deleted

The Delete Log