Document Retention Period

Document Retention Period

Overview

There is no general document retention period in the system.



Key Points


• Payoff quotes are the only documents with a defined retention period.
• All other documents must be deleted manually when no longer needed.
• The system does not automatically remove non-payoff documents.



Improvements & Feedback

If you would like to suggest adding a document retention period:
• Submit your idea through the Idea Portal

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