Documents kept, versioned and disposed of by policy
Every workspace has its documents and storage, its business documents and a records layer that knows each record’s class: how long it is kept, when a legal hold overrides that, and who decides when it may go.
Who uses it
- Administrator
- Records owner
- Every member
What it does
- Documents and storage per workspace, within the plan’s allowance.
- Business documents — quotes, invoices, statements and letters — rendered from the workspace’s templates and branding; reprints are never gated.
- Retention by record class, with legal holds that always prevail.
- Disposal by review: a person decides, nothing is deleted automatically.
How it works
- Documents are filed as the work produces them.
- Each record class carries its retention policy.
- At the end of the period a person reviews and decides.
The controls that protect it
- A legal hold always prevails over a retention period.
- Disposal is a decision recorded with who made it.
What it does not do (yet)
- Retention periods follow the policies in the platform and are to be confirmed by your own counsel for your records.
