Disclosure Ready provides two tools to help manage ageing matters: expiring matters and trashed matters. Both are configured by an Organisation Administrator.
Expiring Matters #
When the matter expiration feature is enabled, matters that have not been accessed for a set period will be automatically trashed by Disclosure Ready. The duration can be set up to five years.
The matter owner will receive a warning seven days before the matter is trashed, with the option to keep it.
To configure the expiration period:
- Go to Organisation Admin → Security & Privacy → Data Retention
- Under Matter expiry duration, select the duration from the dropdown
Trashed matters #
Once a matter is trashed, it is retained for a set period before being permanently deleted. The retention period can be set to either 7 or 30 days; 2, 3 or 6 months or 1 year.
After the retention period, the matter, all folders, and all documents will be permanently deleted from Disclosure Ready.
To configure the retention period:
- Go to Organisation Admin → Security & Privacy → Data Retention
- Under Trashed items retention period, select the duration from the dropdown
Restoring a trashed matter #
To restore a trashed matter, go to Organisation Admin → Matters → Trashed Matters and click the restore icon next to the matter.
For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via support@legalready.ai or +61 3 9020 4456.