List of Retention Schedules for a Document

When viewing a document's details, you can view the retention records or retention holds to which that document has been added.

As an alternative to adding documents to the retained documents list of a retention record or retention hold, you can also add the record to the document itself.

To access this page:

  1. View the Properties page for a document.
  2. From the page toolbar, click Categories > Retention Schedules.

This topic describes:

This page discusses:

See Also
Retained Documents List

Columns

Column Name Description
Name The name of the retention record or retention hold. Click to view the Retained Files page for the retention record or retention hold.
Retention Date For retention records only: the date at which the document will be purged.
Comments A brief explanation.
State The current state of the retention record in its lifecycle.
Description A brief description.


Opens the Retained Files page for the retention record or retention hold in a new window.

Actions/Toolbar Commands

Action Description For More Information
Add Existing Searches for and selects the required Retention Record or Retention Hold. The Search Results show only those records in the Active state. 3DEXPERIENCE Platform|3DEXPERIENCE Web Apps | Searching
Edit Retention Period Edits the retention period for the selected documents. Editing the Retention Period
Remove Removes the selected retention record or retention hold from this document; click OK to confirm. --