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Record Management

  • How to create retention policies

    Within this article we will cover how you create retention policies which are used to determine how long docu...

  • How to delete records

    Within this article we will cover how you can delete records against entities within a configuration.     Del...

  • How to move documents between entities

    Within this article we will cover how you can move documents from one entity to another entity. If you have a...

  • How to merge records

    Within this article we will cover how you can merge the records of one entity together with another entity. 1...