A rule for the record
Use a schedule to make the retention period and next action explicit across a Space or folder.
Keep what matters. Know what happens next.
A lifecycle.
Not a file pile.
Give business records a clear retention path. Set schedules, review what is due, and protect documents that need to stay.
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PRESERVATION FIRSTActive hold · Disposal blocked
A deliberate lifecycleOrganize → Review → Retain
◎ Private company workspaces⌘ Role-based access◈ Multi-factor authentication↗ Connected document history
An interactive walkthrough
See the rule.
Understand the next step.
Walk through a sample retention schedule and see how a legal hold changes the outcome.
YOUR FOUR-STEP TOUR
Explore at your own pace.
Fictional records. No account needed.
Start with a defined collection.
Supplier records · Fictional sample
PDF
Supplier agreement.pdfFictional demonstration record
SpaceProcurement
FolderSupplier agreements
Policy ownerCompany administrator
ScopeSelected folder and descendants
A folder without its own schedule follows the nearest applicable parent schedule.
Step 1 of 4
Simplified product illustration with fictional data. This walkthrough does not access a workspace or change records.
Preservation takes priority
An active legal hold prevents disposal and replacement while keeping the record accessible to authorized users.
Room to recover
Scheduled Trash normally gives a 30-day restore window. Permanent cleanup is a separate stage.
Inside the workspace
Clear rules.
Visible responsibility.
Apply retention schedules to Spaces and folders. Review due documents and use legal holds when records must be preserved.
- Choose a period and a filing or document-date basis
- Flag for review or move eligible records to Trash
- Active holds block disposal and file replacement
A little more clarity
Good questions.
Clear answers.
Understand the process before bringing it to your team.
Does a schedule permanently delete a file immediately?
No. A schedule can flag a record for review or move it to Trash. Ordinary Trash handling gives a 30-day restore window before permanent cleanup. Holds and active deletion claims can affect handling.
How do schedules apply to existing files?
Newly filed documents follow their applicable schedule. Existing records are updated by a nightly process in batches, so large collections can take multiple runs.
What does a legal hold protect?
An active hold blocks Trash, permanent deletion, and file replacement. Hold scope matters: a location-based hold follows the selected location, while a document-specific hold stays with that document.
Which retention period should we use?
Use the period and handling approved by your organization. The 24-month example in this tour is illustrative, not a legal requirement or compliance certification.
Documents organized. Work moving.
Give every record
a considered next step.
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