Records Retention and Disposal

Lifecycle management ensuring documents remain available for required periods then dispose securely with proper authorization and documentation aligned with ISO 15489 and regulatory retention requirements.

Retention Schedule Configuration

Retention schedules define document lifespans based on regulatory requirements and business needs. Financial records maintain seven-year retention for tax authority compliance while employment records follow five-year statutory requirements. Custom schedules accommodate industry-specific and organizational policies.

Schedule assignment occurs automatically during document capture based on document type and classification. Retention period calculation begins from document dates with extensions for ongoing matters or legal proceedings.

Legal Hold and Litigation Support

Legal hold workflows freeze document disposal when litigation or investigation requires preservation beyond normal retention periods. Hold notices cascade through document categories ensuring comprehensive preservation without manual identification of affected records.

Hold management tracks which documents remain under preservation and for which matters. Release workflows remove holds when preservation requirements expire allowing normal retention processing to resume with appropriate documentation.

Secure Disposal and Certification

Automated retention expiry alerts notify records managers when documents reach disposal eligibility. Review workflows verify no ongoing business need or legal hold applies before authorizing destruction.

Secure disposal processes overwrite or shred digital content preventing recovery even with advanced forensic techniques. Destruction certificates document disposal completion with details of destroyed records, authorization, and execution date supporting audit requirements and legal defense.