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RecordsFlow

Create an automated purge policy to permanently deleted documents

You can create a purge policy for each drawer in GoFileRoom that will automatically and permanently delete documents that have been in the Recycling Bin for a specified period.
important
  • The following procedure to create a purge policy requires two Administrators or Record Managers to approve the automated purge policy.
  • Purged documents are permanently deleted and cannot be restored.
.
  1. In GoFileroom, select
    Administration
    , then
    Manage RecordsFlow
    to open the Recycling Bin.
  2. Choose a
    Drawer
    .
  3. Select
    Automatically purge documents that are in the Recycle Bin for more than
    .
  4. Follow these steps to set time criteria.
    1. Enter a single or double-digit number.
    2. Select an interval (for example, days, weeks, months, and years).
  5. Select
    Save
    .
  6. Two or more Administrators/Records Managers must be selected for approval of the policy.
  7. Approvers would be receiving an email notification to approve the pending policy.
  8. Wait for the approvers to authorize the automated purge policy.
    note
    The manager who created the policy is not authorized to approve the policy for creation, modification, deletion and execution.
Documents in the Recycle Bin that meet the purge policy criteria are highlighted in orange to show they are scheduled to be deleted overnight.
tip
Nominate staff to review the list of highlighted documents that are scheduled to be permanently deleted overnight to prevent accidental permanent deletion of a document.

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