EDM - Retention Policies Purging

DClayton1
Tera Contributor

Hi SN Community,

I wondered if anybody familiar with EDM can confirm that retention policies will mean a document automatically purged once it passes the retention period?

Example: Retention Policy says that the document type 'employee verification letter' has a retention policy of created + years. Once this date has passed, is the document purged from the system? 

Is there a way to prevent auto purging of documents and have them flagged for manual purge instead?

Thanks

1 ACCEPTED SOLUTION

sachin_namjoshi
Kilo Patron
Kilo Patron

Yes, in this case, document will be purged based on retention policy.

You can configure a retention period of infinite and attach it to your retention policy.

 

find_real_file.png

 

 

Regards,

Sachin

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2 REPLIES 2

sachin_namjoshi
Kilo Patron
Kilo Patron

Yes, in this case, document will be purged based on retention policy.

You can configure a retention period of infinite and attach it to your retention policy.

 

find_real_file.png

 

 

Regards,

Sachin

michaelj_sherid
ServiceNow Employee
ServiceNow Employee

@DClayton just to add to what @sachin.namjoshi stated, the way to prevent the docs from being purged is to have them in a legal hold status. This will retain the document even if it has reached the purge date. You can find additional information here in our ServiceNow Docs site.

Regards,

Mike