Install the AODocs Retention Module

The AODocs Retention Module is a feature of the AODocs Document Management Platform included in the AODocs Application Platform license.

Pre-requisites
 Administrators of the AODocs Retention App
           Create Retention super administrators
Access the AODocs Retention Module
 Getting started
           The AODocs Retention Module User Interface
           Next steps

Pre-requisites

To install the AODocs Retention Module:

  • AODocs must be installed on the Google Workspace domain where the libraries needing retention are located
  • the AODocs Retention Module must be enabled for your Google Workspace domain – contact your AODocs sales representative or send an email to sales@aodocs.com
  • define the value of your Basic Offset field, which is defined at the domain level and used to calculate the date when retention begins for your documents – contact your AODocs sales representative or send an email to sales@aodocs.com

Administrators of the AODocs Retention Module

The AODocs Retention Module has three types of administrator:

Create Retention super administrators

To define a list of AODocs retention super administrators, you can set up a Google group and populate it with users to whom you want to grant the AODocs retention super administrator role. Configure this Google group to accept emails coming from other domains.

1. Go to https://admin.google.com.

2. Select Groups.

3. Create a new Google group or open a Google group you own.

4. Under Manager users in [Name of group] add the required members.

5. Under Access Settings select Basic permissions.

6. In the Post drop-down menu, select Anyone on the Web.

7. Press Save.


Access the AODocs Retention Module

You can access the AODocs Retention Module if you are:

1. Follow the link to the AODocs Retention Module

2. Sign in using your Google Account. 

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Getting started

The AODocs Retention Module user interface 

The AODocs Retention Module has several tabs:

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Next steps

To assign retention schedules using the AODocs Retention Module, you must:  

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