Guide4 minutes
Retention periods and moving to the archive
Manage a document’s retention period and move a finished case to the archive.
1
Check the retention period
A document’s retention period comes from its case in the nomenclature and is shown on the card.
UniDocs workspaceშენახვა
2
Close the case
At the end of the year, or of the process, close the case — no new document is added to it after that.
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3
Move it to the archive
A closed case moves to the archive. It stays searchable but no longer clutters the working lists.
UniDocs workspace+ ახალი
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Tip
✓ When a retention period runs out the system reminds you — nothing is deleted on its own.
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