Retention Administration wizard

The Retention Administration wizard enables you to manage multiple documents in a retention-enabled application. You must be granted Retention Administrator permission to use the wizard.

From the list of applications, select the application for which you want to manage documents.

Note: If you select an application that has no saved queries, the New Search page appears. Either run a query or cancel the New Search page to have access to links or to the main panel of the view, both of which enable you to perform document, batch, and query operations.
Click the file cabinet drawer icon in the toolbar and select Retention Administration.

In the SELECT MODE page of the wizard, specify an action that you want to perform.

Option	Description
Dispose of documents from the application	Permanently deletes the contents of selected documents from the application. The disposed content is not recoverable.
Remove hold on retention hold documents	Returns documents that are on retention hold status back to under retention status.
Clear retention setting on documents under retention that have expired	Resets the status of expired documents so that they are no longer under retention and can again be edited and deleted.
Dispose documents under retention that have expired	Permanently deletes the contents of documents with an expired retention period from the application. The disposed content is not recoverable.
Export and dispose of documents under retention that have expired	Exports and then deletes the contents of documents with an expired retention period from the application. The disposed content is not recoverable. Options include: The UNC path to save the exported files to Specifies whether to delete the contents of the selected documents permanently after export. The option is enabled by default. Specifies whether to generate the Index Image Import script file for exported documents. The option is disabled by default.

In the SEARCH DOCUMENTS page of the wizard, specify the query criteria to search for the documents on which you want to perform the operation.

Some query options are overridden and set to a fixed value.

If you selected:	Then the query criteria is set to:
Dispose of documents from application	All documents, except for those documents on retention
Remove hold on retention hold documents	Only documents that are on retention hold
All other options	Only documents that are on retention, but are not on retention hold

In the SELECT DOCUMENTS page of the wizard, review the query results and specify selected documents or all documents to process.
In the PROCESS RESULT page of the wizard, click either:
- FINISH to return to the application page
- RESTART to return to the SELECT MODE page of the wizard