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Documents need to be kept for a period of time to meet regulations and internal policies. DocuNECT's document retention allows rules to be applied to different types of documents to manage the retention and document disposition process.
•Add retention rules to different categories of documents.
•Retention rules can be based off the document's business or system attributes. For example, a rule can be created to keep all invoice documents 7 years from the creatio n date.
•An owner is assigned to the business rule category that receives notifications of documents that are becoming eligible for disposition.
•DocuNECT supports different methods of disposition from a security change (take the document out of users view) to actual deletion.
•Documents can be placed on hold if they are still involved in a business process.
The following screenshot shows document categories and sub-categories and the assigned retention policies.
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Once the records retention period on documents have been reached a workflow task is sent to the category owner so they can approve the disposition, or place documents on hold.
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