Open Source Document Management System | OpenKM

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.

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.