Automatically permanently delete cases or documents

Cases or documents in their respective recycle bins can be automatically deleted permanently after a predefined grace period. The grace period (called the Purge period) is defined as number of days after the case or document has initially been sent to the recycle bin.

A user can still manually delete or restore cases or documents from their respective recycle bins before they are automatically deleted.

Set up WorkZone to automatically permanently delete cases or documents from the recycle bin

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 > Purge period field, define a grace period for the retention policy or make sure the defined Purge period is correct.
4. In the retention policy settings form, enable the Automatic purging parameter.
5. Click Save to save your changes and exit the form.

See Also

Automatic deletion of cases and documents

Automatically delete expired cases or documents

Prevent automatic deletion of cases or documents

Locating items to be automatically deleted

The Delete Log