Governance settings let you configure Box to manage your content governance needs.
The Retention tab is where you configure content retention policies. Retention defines how long content is kept even if it has been put in Trash. Content cannot be permanently deleted, even if it is in Trash, if it is under retention policy and the retention time has not expired.
|Policy Name||Enter a short but descriptive name. 250 characters maximum.|
|Policy Description||Enter an optional description that provides a summary of the policy purpose and function. 500 characters maximum.|
Defines whether the retention policy is modifiable or non-modifiable.
A modifiable retention policy allows to to change any of its settings. However, it does not meet certain regulatory requirements, such as SEC (Securities and Exchange Commission) Rule 17a-4(f), which defines specific requirements for regulated entities that retain records on electronic storage media.
|Apply Policy To||
Determines the content that the retention policy applies to.
Because retention policies are designed to meet regulatory requirements such as FINRA, this setting cannot be changed once the polices are enabled. The exception is that folders can be added to retention policies.
|Time Period Duration||
Determines the period of time that the content that matches to retention policy will be retained and is based on the Start Date setting.
This setting cannot be changed once the policy is started.
Determines the start of the retention period. Select:
Determines what happens automatically to content managed by the retention policy when the retention period ends. Disposition action is not evaluated until a file reaches retention expiration. That means if admins change their mind and update the disposition on the retention policy, it will apply to all files under that policy that haven't expired.
Determines which managed users get weekly email with a list of folders that contain files with retention policies set to expire in the upcoming 14 days. Select one or both of:
Legal Holds Tab
The Legal Holds tab tab is where you configure content legal hold policies. Legal holds define what content is kept and (optionally) for how long even if it has been put in Trash.
|Legal Hold Name||Enter a short but descriptive name. 250 characters maximum.|
|Legal Hold Description||Enter an optional description that provides a summary of the policy purpose and function. 500 characters maximum.|
|Apply Policy To||
Determines who or what the policy applies to. Select from:
|Date Range - Content Creation||
Available only when User (Custodians) is selected in Apply Policy To. Optional. Determines the date range for the policy. All files and versions that the custodian acts on, as described in About Legal Holds in Box Governance, within the date range will be retained.
If you do not set a Start Date value, the policy will apply to relevant content as soon as it is enabled.
If you do not set an End Date value, the policy will apply to relevant content until the policy is retired.