Because non-modifiable retention policies are designed to meet regulatory requirements such as FINRA, their configuration cannot be changed once the polices are enabled. The exception is that folders and metadata can be added to retention policies. This enables customers who onboard their business users to Box in phases to add those business units to existing retention policies, rather than having to create separate policies with identical configuration. This topic explains how to add metadata to a retention policy.
- Go to Admin Console > Governance.
- Click the Retention tab.
- Click the name of a retention policy that is applied to metadata to view its details.
- Click Add Metadata ().
- Search for and select one or more additional metadata.
- Click Select.