After assigning retention schedules to electronic records, you can perform actions defined by individual retention events. Each retention event includes iManage Work-specific instructions on handling the event. For example, destruction events require a subsequent deletion of that item in iManage Work.
The following table outlines retention events that are unique to electronic records.
Table: Retention events on electronic records
Retention event category | Retention event | Applies to | Description |
|---|---|---|---|
File Preservation | Declare All Versions | iManage Work workspaces and folders | Declares all versions of every document contained within the workspace or folder. Document versions that were previously declared are left as is. |
Declare Latest Version | iManage Work workspaces and folders | Declares the last ordinal version of every document contained within the workspace or folder. If the last version was previously declared, it is left as is. | |
Declare Latest Version and then destroy Undeclared Versions | iManage Work workspaces and folders | Declares the last ordinal version of every document contained within the workspace or folder; destroys/deletes undeclared versions. | |
Destroy All Undeclared Versions | iManage Work workspaces and folders | Destroys/deletes all versions that are not yet declared within the workspace or folder. | |
Final Disposition | Destroy | iManage Work workspaces, folders, and records | Destroys/deletes the selected item. Notes:
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You can process retention events on electronic records in the same way as physical records. Refer to Process Retention Events.