Automations (Data retention)

Angelica Angelis
Angelica Angelis
  • Updated
INCLUDED IN
This feature is included in our Business and Enterprise plan.

Automations is managing your document data to avoid storing any information past its allowed time (GDPR). By enabling automations in your workspaces, you can choose when your documents will automatically be deleted from the system. 

EXAMPLE
Setting a 14-day retention period for expired documents will delete documents 14 days after expiration.

Create new automation rule

  1. Go to  Admin  > Workspaces > Click on the action menu > Edit.
  2. Go to Automations > + Create rule.
  3. Select one of the rules from the list  and specify how many days you'd like to keep documents before being removed > Confirm.
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Delete an automation rule

  1. Go to  Admin  > Workspaces > Click on the action menu > Delete.
delete rule.gif

Deactivate and re-activate rules without removing them.

  1. Go to  Admin  > Workspaces > Click on the action menu > Edit.
  2. Toggle to deactivate or active.
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IMPORTANT 

  • Each workspace has one default trigger that cannot be changed: Permanently delete documents in trash.
  • Moving a document to a workspace with automation rules enabled may cause the document to move to trash.
  • The system runs rules daily.

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