Documents
Retention. Do not delete operational history because a folder looks tidy.
Where to find it: Left menu → Documents & Records → Records Archive
Step 1
Left menu → Documents & Records → Records Archive. If the name is missing, your role does not include it — ask an admin in Users & Roles.
Step 2
Apply the retention rule. Archive when the period ends. Keep what auditors still need.
Step 3
Live library should be smaller. Archive search should still find the file for the retention window.
Yes. Records Archive is a signed-in workspace screen. This public page teaches the screen with a picture and a link to the feature video. It never shows another company’s data.
The left menu only shows screens your role may open. Ask a company admin to grant the matching permission, or to show you which role should own this step.
Only when retention is truly over and your policy allows. Default is keep.
