Modifying or deleting document policies

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Notes

  • Only authorized users can modify or delete document policies.
  • Only incumbent policies can be deleted or modified.
  • Two members of either the Administrators or Record Managers system groups must be present to modify or delete policies.

Follow these steps to delete or modify a document policy.

  1. Choose Administration > Manage RecordsFlow from the GoFileRoom toolbar, and then click the Policy Management tab.
  2. Select a drawer from the Drawer drop-down list.
  3. From the Policy Type drop-down list, select the type of the policy you want to delete or modify.
  4. Select the policy you want to delete or modify from the Select Policy drop-down list.
  5. Click the Delete button to delete the policy, or make changes in the right pane and click the Save button.

    Note: When modifying policies, you can use wildcards, select multiple values, and configure date fields using "older than" or "younger than" criteria.

  6. In the dialog that opens, two members of the Administrators or Records Managers system groups must enter their authorization credentials.
  7. Click OK.

Related topic: RecordsFlow Overview

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