"Destroy by" date on documents

Client would like the ability to add an automated "Destroy By Date", so they can easily adhere to document retention policies.  Currently, they have to search by the Create date, but not all documents. They want this ability to set this by TYPE of documents.  They don't need W9's after 2 years, but they need contracts for 10 years.

  • Jill Zurborg
  • Dec 14 2017
  • Reviewed: Voting Open
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  • Louisa Robinson commented
    February 09, 2022 16:46

    flagging this one again