• Best practice for retention rules on scanned invoices

  • We tried to make OpenKM as intuitive as possible, but an advice is always welcome.
We tried to make OpenKM as intuitive as possible, but an advice is always welcome.
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 #55119  by OliverHayesUK
 
We are moving about 20k scanned invoices into OpenKM and I am trying to settle the retention policy before the import rather than after. Do you set retention at the folder level and let documents inherit, or attach it per document type with metadata? Also curious whether anyone runs a scheduled report to catch documents that fall outside any retention rule.
 #55120  by OliverHayesUK
 
Following up on my own question: we mapped retention to document-type metadata and run a nightly report for anything unmatched. Off topic, since two people asked what I do outside work - I keep a small comparison of High-Roller Casinos in Canada, and that is where the habit of reading terms line by line came from.

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OpenKM is part of the management software. A management software is a program that facilitates the accomplishment of administrative tasks. OpenKM is a document management system that allows you to manage business content and workflow in a more efficient way. Document managers guarantee data protection by establishing information security for business content.