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Document Retention

Distributor reference for how long Encompass keeps each type of stored document (EDI files, invoice images, call recordings, exports, logs) by Documents table SubDir. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Encompass stores many types of documents throughout the system, as attachments, for various processes, for sharing, as snapshots, etc...

These documents range from very short lived, to permanent and never deleted.

The Documents table in Encompass keeps track of all documents,

and includes a value for 'SubDir' (sub-directory) that corresponds with the retention policy for each document.

Here are the retention policies for each SubDir:

  • BrandMasterLogos - kept permanently, and replicated

  • EDI - kept for 365 days

  • InvoiceImages - kept permanently, and replicated

  • S3DashboardCodes - kept permanently, and replicated

  • S3Images/Images - kept permanently, and replicated

  • S3KnowledgeIcon - kept permanently, and replicated

  • S3OCRInvoiceNum - kept permanently, and replicated

  • S3OCRPurchase - kept permanently, and replicated

  • S3Spreadsheets - kept permanently, and replicated

  • S3TaskAttachments/S3Attachments - kept permanently, and replicated

  • S3UserAvatar - kept permanently, and replicated

  • S3WCS - kept permanently, and replicated

  • SupplierMasterLogos - kept permanently, and replicated

  • S3CallRecordings - kept for 365 days, and replicated

  • S3VoiceMail - kept for 365 days, and replicated

  • S3EDI - kept for 180 days

  • MDN - kept for 365 days

  • S3DocumentsAudit/DocumentsAudit - kept for 180 days

  • S3DPSGWorking - kept for 180 days

  • S3FileImport - kept for 180 days

  • S3RBDCFileExport - kept for 180 days

  • S3StateTaxReport - kept for 90 days

  • FileImport - kept for 30 days

  • OCRLog - kept for 30 days

  • S3DSDLink - kept for 30 days

  • S3EDBLQB - kept for 30 days

  • S3EWCReportSnapshot - kept for 30 days

  • S3Logs - kept for 30 days

  • S3State Tax Reporting - kept for 30 days

  • S3QBSync - kept for 30 days

  • S3VoicePickLogs - kept for 30 days

  • S3FileExport/FileExport - kept for 7 days

  • S3BEEsExport - kept for 3 days

  • S3LogisticsTemp - kept for 2 days

  • S3PDFTemp/PDFTemp - kept for 2 days

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