Navigation:  User Guide for PaperSave for Blackbaud's Student Information System > PaperSave Configuration > PaperSave Settings > Retention Policy > Retention Rules > Add Retention Policy Rule

The Retention Policy allows you to add rules for archiving or purging documents to a database. It displays a Lookup text box and button (same as any Lookup field) for the profile field and transaction type XSD column. It should also allow you to type the value in the box. The text from the box should come up as a search text for the Lookup Wizard by clicking the Find button. It displays an editable drop-down combo for defining the formula item value for any of the list types’ fields other than text box or table type and picks proper values to be defined for formula and displays proper formula after editing from the formula builder.

 

To add a Retention Rule:

 

1. Click on Retention Rules under the Retention Policy tab and click Add Policy Rule. The Create Retention Policy Rule dialog box will open.

 

 

2. Select the Document Type for the respective Host Application from the Document Type pane as shown below:

 

 

 

 

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