Document Deletion

Input Management provides various options for deleting documents from the system.

Retention period is the duration for which documents are retained in the system before being permanently deleted. This ensures data remains available for a set period to meet regulatory or operational requirements. Once the retention period elapses, the document information gets permanently deleted from the system. For manually deleted and for transferred documents, dedicated settings are available where an authorized user (a member of IM.Employee.TenantAdministrator group) can configure the retention period.
Administration/Settings - This section allows the retention period for documents moved to Recycle bin to be configured. It is configurable in days, with a default value of 31 days if not specifically set.
Administration/Pipeline/Retention period - This section allows the retention period for Transferred Documents to be configured. It is configurable in days, with a default value of 31 days if not specifically set.

Documents that have been deleted are no longer accessible to users but remain retained in the system and can be restored if needed (See Documents recovery section for details). A nightly job automatically checks for documents that reached the end of the retention perdiod and permanently deletes them.

Deleted documents from the system can be recovered within 31 days by technical support.

Documents opened for editing can be moved to the Recycle Bin view by using the Move to Recycle Bin button (red trash can icon). Once moved there, they will be available for the specified Recycle bin retention period.

Single, multiple or all documents from the list overview can be moved to the Recycle Bin by using the Delete or Move to Recycle Bin buttons (red trash can icon). Once moved there, they will be available for the specified Recycle bin retention period.

Documents from this view can be deleted either manually or automatically. Single, multiple or all documents from the view can be deleted manually by using the Delete or Delete selection permanently buttons (red trash can icon). Documents that have reached the end of the Recycle bin retention period (as indicated in Retention End column) gets automatically deleted by a nightly system job. Recycle bin retention period is configurable by an authorized user (a member of IM.Employee.TenantAdministrator group) in Administration/Settings section. (See Retention period section for details)

Single, multiple or all documents from the view can be deleted manually by using the Delete or Delete selection permanently buttons (red trash can icon).

Single, multiple or all documents from the view can be deleted manually by using the Delete or Delete selection permanently buttons (red trash can icon).

Documents that have reached the end of the retention period gets automatically deleted by a nightly system job. The retention period for transferred documents is configurable by an authorized user (a member of IM.Employee.TenantAdministrator group) in the Administration/Pipelines/Retention Period section. (See Retention period section for details)