View record categories assigned to a policy - View record categories assigned to a policy - You can assign a retention policy to record categories in File Plan Designer. To view a list of the record categories associated with a retention policy, complete the following steps. - Perceptive Content - Retention Policy Designer - Perceptive-Content/Retention-Policy-Designer/Foundation-24.1/Retention-Policy-Designer/Retention-Policy-Designer-Online-Help/Work-with-retention-policies/View-record-categories-assigned-to-a-policy - Foundation 24.1 - Foundation 24.1

Retention Policy Designer

Platform
Perceptive Content
Product
Retention Policy Designer
Release
Foundation 24.1
License
ft:lastPublication
2024-04-02T13:38:57.399000
ft:locale
en-US

You can assign a retention policy to record categories in File Plan Designer. To view a list of the record categories associated with a retention policy, complete the following steps.

  1. In Retention Policy Designer, click File > Assign.
  2. Click the Record Categories tab.