You can specify document retention rules for scanned documents, Office and other digital documents, and email. Documents meeting the retention rules can be archived, deleted, or both archived and deleted.

A simple rule could be that all documents of a certain type, e.g., loan applications, are to be deleted after n years.

Or, the rules could be more complicated. For example, approved loan applications could be both deleted and archived after seven years and rejected loan applications deleted after three years.

You can see a list of all documents that are to be deleted and/or archived, and deselect documents that need to be retained despite meeting the rules.

Document deletion and archiving is logged to an audit database.

For more information on SearchExpress Document Management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com.