What is a document retention policy and how does it work?
A document retention policy tells Parseur how long to wait before automatically deleting your documents.
Documents older than the set policy in a mailbox are deleted once a day, at midnight UTC.
Default retention policy: 90 days
When you create a mailbox, Parseur will set its document retention policy to 90 days by default.
Change the retention policy
You can adjust the retention policy on each mailbox from 1 day to unlimited.
To do so:
Open your parseur mailbox
Click on Settings
Change the retention policy using the drop down
Scroll down and click the Save button
Note: for users on the Free plan, the retention policy is limited to a maximum of 90 days.
Retention policy for sample documents of OCR templates
The retention policy is not applied to documents used as samples in OCR templates. This is done so that you can make changes to those templates.
You can still delete those sample documents manually, at the risk of not being able to update the related templates anymore if it was their only sample.
Retention Policy and Google Sheets' IMPORTDATA() formula
When using the default IMPORTDATA()
formula to get your parsed data into Google Sheets, the formula will synchronize the data with your mailbox. What that means is that the documents deleted during the retention policy will also disappear from your Google Sheets. If you want to keep all the data in your spreadsheets, you can either: