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Key resource

Data retention

Automate archival windows, legal holds, and deletion workflows.

Policy setup

Map retention durations to regulation, contract, or internal policy.
Define purge windows per object type (projects, invoices, documents).
Capture required approvals before overriding a retention rule.

Controls

Audit deletions with evidence of authorization and completion.
Pause purges instantly when legal holds are initiated.
Archive policy change history for compliance reviews.

Related links

Consult compliance

Need more help?

Our support team can walk through configuration questions or share additional templates.

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