Data Minimization

Functional Groups
In RETENTION STANDARDS, you are able to edit and add functional groups. Functional Groups are used to distinguish different groups of the Retention Schedule...
Thu, Jun 23, 2022 at 8:38 AM
Hold Management
  The Hold Management Dashboard displays statistics on your entire hold library.  The bottom half of the screen displays your entire list of holds, which c...
Thu, Jun 23, 2022 at 8:39 AM
How to Add a Business Function
A new Business Function may need to be added to represent a new Function of the Business whether you acquire a new company or expand the Retention Schedule ...
Thu, Jun 23, 2022 at 8:39 AM
How to Add a Contact
When in one of the PROGRAM ENFORCEMENT modules (Policy, Disposal, Hold or Custom), select “Contacts” from the SETTINGS drop down on the right of your screen...
Thu, Jun 23, 2022 at 8:40 AM
How to Add a Message Standard
During the creation of a new Message Standard, the following functions are capable of customization: Name. Unique identifier. Communication Type. Drop do...
Thu, Jun 23, 2022 at 8:40 AM
How to Add a Record Type
To add a Record Type to a specific Business Function, follow the steps below.  NOTE: If you add or edit any Record Type, the Business Function will need to...
Thu, Jun 23, 2022 at 8:40 AM
How to Create a Custom Communication
Select CREATE to begin the workflow to set up a custom communication.  1. Create Custom Communication Name. Required field.  The name of the communicati...
Mon, Jul 11, 2022 at 7:14 AM
How to Create a Disposal Notice
Select CREATE to begin the workflow to set up a disposal communication.  1. Create Disposal Communication Name. Required field.  The name of the communi...
Mon, Jul 11, 2022 at 7:14 AM
How to Create a Distribution List
When in when of the PROGRAM ENFORCEMENT modules (Policy, Disposal, Hold or Custom), select DISTRIBUTION LIST from the SETTINGS drop down on the right of you...
Mon, Jul 11, 2022 at 7:15 AM
How to Create a Follow-Up
Creating a Follow-Up allows you to email all recipients on the communication, regardless of whether they have responded.  Follow-Up emails are often used as...
Mon, Jul 11, 2022 at 7:16 AM