The RETENTION tab allows viewing and editing of the Retention Type, Purge Period and Archive Period for a document type. These settings determine the period of time that must elapse before the purging process can delete the documents from primary storage.
The Purge Period is based on the Retention Type.
The Archive Period refers to the length of time, in months, the image files should move from the production server to the archive media.
1.From My Paperless, click Global Settings.
2.In the Global Settings navigation bar, click Documents.
3.From the Document dropdown, click Document Types.
A Document Types page similar to the following displays:
4.Click the edit icon, 
, of an existing document type.
The following dialog box displays with the GENERAL tab active:
5.Click the RETENTION tab.
The following page displays:
6.Based on the document type, select the proper Retention Type.
7.Enter the appropriate Purge Period amount, according to the following:
•Date Indexed (Months or Years are the Interval choices in the dropdown) – document can be purged once indicated months or years have passed since the document was indexed.
•Calendar Year (Months or Years are the Interval choices in the dropdown) – document can be deleted once indicated years have passed since January 1st of the year in which the document was indexed.
•Fiscal Year (Months or Years are the Interval choices in the dropdown) – document can be deleted once indicated years have passed since the first month of the fiscal year in which the document was indexed.
•Date Index Type - an associated index type is visible. For example, AP Invoice document types, the Date Index Type (Retention Type) has an Associated Index Type of Invoice Date.
8.Enter the Archive Period for this document type in months or years.
•Click here for details on Archiving Documents.
•Click here for details on Purging Documents.