Configure document deletion
Use the procedure in this topic to delete documents when processing is complete. This ensures that your system is not cluttered with documents that are no longer required.
Before you begin
Before configuring document deletion, we recommend that you first Configure fields.
Procedure
- From the ribbon, select Steps.
- Select the Delete tab.
- To delete documents once they are exported, set Delete documents from DocAI when processing is complete to Yes. (Default: No)
-
Optional. Set a value for the
Delete after X
days setting.
This is the number of days after which your documents are deleted. (Default: 0)
The maximum number of days you can retain your documents is 180 days.
If you use the REST API, we recommend setting the retention value so your documents are retained and available for export. If you keep the default value of 0, your documents are permanently deleted immediately as soon as processing is complete.
-
Save
your solution.
If there are no errors with your configuration, a green check is displayed next to Delete in the list of Steps. A red circle indicates that the user operation configuration is incomplete.