Change or unbind the retention schedules assigned to your library

The AODocs Retention Module is a feature of the AODocs Document Management Platform, included in the AODocs Application Platform license level. It lets you automate the retention and disposal of the documents stored in your AODocs libraries.

When you've assigned one or more retention schedules to your library, you may want to: 

 Change retention schedules
 Unbind retention schedules

Change retention schedules

1. In the AODocs Retention Module, open the Active libraries tab. The list of active libraries is displayed.

2. Press the Set retention schedules button next to the library in which you want to change the retention schedule.

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3. Press the Edit folder retention button next to the folder for which you want to change the retention schedule.

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4. Press the cross button next to the Retention schedule field.

Note: You can select a different folder if required.

5. Select the required retention schedule from the drop-down menu.

A message appears indicating that the new retention schedule has been assigned.

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Unbind retention schedules

In the Active libraries tab, press the Set retention schedules button next to the library in which you want to unbind retention schedules.

The list of retention schedules assigned to the library are listed under Folders managed by retention schedules.

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Unbind retention schedules from folders

1. Press the Edit folder retention button next to the folder for which you want to unbind the retention schedule.

2. Press the Unassign button.

3. In the Unbind retentions pop-up, press Unbind. The retention schedule is unassigned immediately. There's no confirmation message.

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Unbind retention schedules from the root folder of your library

1. Press the Edit folder retention button next to the root folder for which you want to unbind the retention schedule.

2. Press the Unassign button.

3. In the Unbind retentions pop-up, you can: 

  • unbind individual retention schedules from the root-folder: 
    • Select one or more retention schedules from the list
    • Press Unbind
  • unbind all retention schedules assigned to the library (including those assigned to subfolders): Press Unbind all. A message appears confirming that all retention schedules assigned to the library have been removed.

Note: If you unbind all retention schedules assigned to the library, the library moves to the Pending libraries tab.

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