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APEX Document Management

Records Management/Governance

To comply with information governance and records management policies, ADM provides several features:

  1. Retention Policies: Define how long documents should be kept and when they should be deleted.
  2. Legal hold: Prevent the deletion or modification of documents that are subject to legal investigation.
  3. Audit Trails: Keep track of all actions taken on documents, including who accessed them and when.
  4. Access Controls: Restrict access to sensitive documents based on user roles and permissions.
  5. Versioning: Maintain a history of document changes and allow users to revert to previous versions if needed.

By leveraging these features, organizations can ensure that they meet their compliance requirements while still providing users with the tools they need to work effectively.

Retention Policies

Section titled “Retention Policies”

A file under a retention policy will be automatically deleted on a scheduled date. The document cannot be deleted manually before this date.

You can add retention policies to files via the PL/SQL API.

You can optionally add a retention category to files to further classify them.

Section titled “Legal hold”

A file under legal hold cannot be deleted until the hold is released. This is useful for ensuring that documents relevant to legal investigations are preserved.

You can place files under legal hold via the PL/SQL API.