Automatic deletion is a feature a Administrator on your company account can set up. The feature enables you to set up account wide policies for automatic deletion of case files in Penneo. This makes it easier to comply with security policies.
Beware: Only administrator can activate this feature on your account
How to set up Automatic Deletion Penneo V1
- Log in to your Penneo account
- Click on the profile icon
- Select 'My company' in the drop down menu
- Scroll down to the 'Data Handling' section
- Select 'Enable automatic data deletion' so there is a check mark
- Now select the interval you want for deleting case files (Standard is 30 day)
- Click to select 'Empty recycle bin automatically' if you want that activated as well. And then select the time interval you want for that (standard is 30 days)
Tip: In the example above the case files will be moved to the recycle bin after 1 month (30 days). And then after 3 months (90 days) the will be removed from the recycle bin. Total 4 months (120 days).
Beware: Once they are removed from the recycle bin they can not be restored so make sure you have made your back up of the documents.
How to set up Automatic Deletion Penneo V2
- Log in to your Penneo account
- Click on 'Configure'
- Click on 'Company'
- Scroll down to the 'Data Handling' section
- Select 'Enable automatic data deletion' so there is a check mark
- Now select the interval you want for deleting case files (Standard is 30 day)
- Click to select 'Empty recycle bin automatically' if you want that activated as well. And then select the time interval you want for that (standard is 30 days)
Tip: In the example above the case files will be moved to the recycle bin after 1 month (30 days). And then after 3 months (90 days) the will be removed from the recycle bin. Total 4 months (120 days).
Beware: Once they are removed from the recycle bin they can not be restored so make sure you have made your back up of the documents.