Square 9 University Office Hours - Building a Retention Workflow

Tuesday, September 10th, 2024 | 2 PM ET

Document retention is important in many different industries. Ensuring you keep documents only as long as needed minimizes the number of documents you are storing, maintains compliance, and minimizes exposure in the event of a breach.

While you can create searches to easily find documents that need to be purged, using a GlobalAction workflow can add different levels of automation to your retention process from notifying you when there are documents to be purged to automatically deleting those documents and everything in between.

In this lesson, you will learn how to:

• Setup a retention workflow
• Configure Nodes inside a retention workflow
• Create notifications when documents need to be purged

Reserve your spot today!