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tnopchai's avatar
tnopchai
Copper Contributor
Nov 22, 2021
Solved

Change Record Label Retention (Record Management)

Once we have applied file plan and use with manage document.  Then the regulation has changed retention requirements e.g. Keep from 5 Years to 7 Years.  ,   Change "retention settings" in Record Labe...
  • EricaToelle's avatar
    Nov 22, 2021

    tnopchai - you actually can change the retention period for a record or retention label. To do this:

     

    1. Navigate to the compliance center > Records management > click on file plan tab.
    2. Check the box next to the label you would like to edit.
    3. Click on the pencil icon on the top tool bar (edit label button).
    4. Click Next twice.
    5. Choose a new retention period from the drop down or specify your own period.
    6. Click Next, Edit label.
    7. You change is complete.

    Please let me know if you have further questions or comments.

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