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Settings & Policy
This collection of articles helps you in customizing important settings such as file size limits, email forwarding, tagging, and renaming rules for better document management.
How to Configure General Settings for your RecordsKeeper.AI AccountLearn about customizing your RecordsKeeper.AI environment for optimal document management and automated workflows
How to Configure Retention Policies for your Records on RecordsKeeper.AIExplore and learn to set up comprehensive retention rules to automatically manage document lifecycles across your organization
How to Manage Document Archival and Deletion of your Records on RecordsKeeper.AILearn to configure automated document lifecycle management to ensure proper handling of records after retention periods expire
How to Manage Legal Holds for your Documents on RecordsKeeper.AILearn to protect critical documents from modification or deletion by implementing legal holds with proper role-based permissions
How to Manage Notification Preferences for your RecordsKeeper.AI AccountLearn to customize your notification settings to stay informed about important document activities and system events