Notes
- Only authorised 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.
- Choose Administration > Manage RecordsFlow from the GoFileRoom toolbar, and then click the Policy Management tab.
- Select a drawer from the Drawer drop-down list.
- From the Policy Type drop-down list, select the type of the policy you want to delete or modify.
- Select the policy you want to delete or modify from the Select Policy drop-down list.
- 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.
- In the dialog that opens, two members of the Administrators or Records Managers system groups must enter their authorisation credentials.
- Click OK.
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