Change retention

Open the holdings policy and review the impact before saving.

1. Prepare

Check that you have permission to change this workspace and enough free space at the destination. Keep the current version available until you have verified the result.

2. Follow the task

Open the holdings policy and review the impact before saving. Review the preview carefully. Names, dates and ownership should match the original project before you continue.

3. Verify

Open two or three restored files and check the activity record. For a large transfer, allow the integrity check to finish before removing the source.

Next: Connect a project drive.