Follow

Retention Policy

  • Select your Company Default Retention Policy: How long do you want to make files available for clients when using the “Send Link” send option?
  • Employee Policies, check any appropriate boxes
    • Suggestion: Check to “Allow employees to change the retention period for a transaction”. This will allow employees to change the length of time a file is available on a transfer by transfer basis.
    • Suggestion: Uncheck to “Allow employees to change their default selection”. It is good practice to have a uniform retention policy for the majority of your transfers.
  • Click “Apply”

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202

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