Retention schedules are applied to items in the file plan, as well as any physical box. Retention Schedules can be added automatically when you create a file plan from a Practice Management System. You can also add them when you update the file plan in bulk.

1. In the Navigation pane, select the Records tab.

2. Search or browse for the item.

3. Right-click the item, and then select Properties.

4. In the Retention schedule field, select the  icon and select a retention schedule.

5. Select OK.