Setting the archiving period for individual envelopes

Modified on Thu, 1 Oct at 4:39 PM

By default, the standard archiving period is set for the entire workspace. However, you can customize it for individual envelopes.

When uploading a document:

  1. Click the General settings button (①).
  2. The archiving period setting option will appear (②).
  3. You can adjust the archiving period as needed for each envelope separately.
  4. If you do not want to archive the document, select an archiving period of 0 (③) – the document will not be archived.

This way, you can manage document retention periods individually without changing the workspace's default archiving policy.

General settings – Archiving period

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