(Dansk version)

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Introduction

Discarding is an automated system in DocuNote for managing the lifecycle of documents and cases. It works by applying special markers (discarding codes) to cases, folders, and documents, which automatically move items to a discarding bin after a specified period. This ensures systematic clean up and compliance with legal requirements for document and case retention. The system runs automatically every week via a dedicated service, making the entire process efficient and reliable.

<aside> ⚠️ Please notice:

• The handling of the discarding process to the discarding bin runs every Saturday, and is done by the “Generic Processing Service”
  • Therefore, discarding codes will first be effectuated the following Saturday, even if the current day is during the week.
    • The deletion from the discarding bin runs Thursday.
  • However, the service can be started manually at any time - this requires the right permissions. Read more about this further down this page. </aside>

<aside> 💡 TIP:

• It is possible to set a discarding code on the system field type "Conversation" on cases. Read more here Discarding of conversation messages on cases </aside>

Setting up permissions

Feature activation

To use this functionality, the Discarding feature should be activated in the Feature Manager.

Setting up permissions

Please check if appropriate permissions are set up:

1. Click DocuNote tab and click System Setup*.*
2. In the left navigation panel switch to Roles and Permissions*.*
3. Click Roles and edit the Module Role*.*
4. Check if the following permissions are enabled under Discarding section:

1. Save your changes, if any.

In addition, please check if appropriate setting is defined on the Settings page.