Prevent automatic deletion of cases or documents

Prevent sending expired cases and documents to the recycle bin

Expired cases and documents will not be automatically sent to their respective recycle bins if the Automatic soft delete retention policy parameter has been disabled.

  1. In WorkZone Configurator  > Retention > Retention policies, select the retention policy you want to disable 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, disable the Automatic soft deletion parameter.
  4. Click Save to save your changes and exit the form.

Prevent deleting cases and documents from the recycle bin

Cases and documents will not be automatically deleted from the recycle bin if the Purge period field is empty or if the Automatic purging retention policy setting has been disabled.

  1. In WorkZone Configurator  > Retention > Retention policies, select the retention policy you want to disable 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, delete all values, leaving the field empty
    - Or -
    In the retention policy settings form, disable the Automatic purging parameter.
  4. Click Save to save your changes and exit the form.

See Also

Automatic deletion of cases and documents

Automatically delete expired cases or documents

Automatically permanently delete cases or documents

Locating items to be automatically deleted

The Delete Log