Document Retention Policies

You can enforce document retention policies on individual document pools within the DMS to automatically move or remove documents from a document pool after a specified time period.

Document retention is an important aspect of your organization's electronic document lifecycle management. A well-maintained document management system helps your organization to remain compliant with regulatory and legal requirements, avoid security risks, and streamline the overall workflow and productivity of your organization.

For each individual document pool within your DMS, you can set a document retention policy. Depending on your organization's document retention policy, and the type of documents in a particular pool, you can choose to archive documents after a specified time, or move documents to either the Recycle Pool, or a secondary location.

Attention: Configuring retention policies on document pools must be undertaken by a Deltek consultant. Please contact your Deltek account manager or consultant for more information.