Overview
Set an engagement retention policy to specify when an engagement should be deleted after it has been archived. At the end of the retention period, firm admins will be sent a reminder email indicating that the engagement should be deleted.
Set a retention policy
To access the retention policy settings in your engagement, go to: Engagement Settings > Deletion > Set engagement retention policy. To add or change a policy, click Set and enter the number of months that Fieldguide should wait before sending a reminder email.
Fieldguide will not automatically delete engagements, even if a retention policy has been set. Engagements must be manually deleted by your firm.
A retention policy can also be set on an engagement template and will automatically be added to all engagements created from that template.
Bulk update a retention policy
Set a retention policy on an engagement template to apply it to engagements created from that template. To set a new or updated policy on existing engagements:
Open the actions menu for that engagement template and select Apply retention policy.
Select which engagements to apply the retention policy to.
This update will apply to active engagements that were created from this template, even if they were rolled over.
