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Document Retention Policy: Automatically Archive and Delete Old Documents

Setup a retention and document archiving policy. Delete old documents with Virtual Cabinet document retention software, simplifying your system and complying with strict privacy laws.

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Automatic document retention

Set your Automatic Document Retention System

Set up your document retention software and schedule files to be automatically archived to a nominated cabinet, and then delete them from your system once they reach a certain age.
Document retention policies

Create Multiple Document Retention Policies

Create multiple retention and document archiving policies for different file formats, choosing what documents are included and when they will be deleted.
Document age options

Choose Document Age Options

Determine your document age via the document Entry Date or the Last Modified Date of files stored within your Virtual Cabinet document archiving system.

Multiple business layers and file stores

Uncover Multiple Business Layers and File Stores

Configure document retention policies for each file store in your Virtual Cabinet system to actively manage storage limits and archive documents effectively.
Document Retention Software used by 45,000+ Customers Worldwide
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Boolers, wealth managers, select Virtual Cabinet document management solution
Candor slashes turnaround time with e-signatures on client tax returns with Virtual Cabinet.
PBS, P.B.Syddall & CO, choose Virtual Cabinet document management solution.
Atkins Thomson, top ranking law firm, choose Virtual Cabinet as their document management solution.
Ducan & Toplis, chartered accountants choose Virtual Cabinet document management system
Richard J Smith automates email filing with Virtual Cabinet

Document Retention Benefits

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Reduce Document Admin Time
Lost time on document archiving? With Virtual Cabinet, there’s no more manual review required on which documents to retain and delete from your system.
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Simplify your Filing System
Keep your system organised and free of legacy documents, making it faster and easier to find active files that you’re working on.
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Reduce Server Costs
Save money and free up valuable server space and reduce your IT burden by deleting and archiving documents that you no longer need.
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Comply with Privacy Laws
Strict privacy laws (e.g. GDPR) have an emphasis on data minimisation for individuals, specifically the volume of data retained and the document retention period.
Collaboration tools, work with total clarity from one place with Virtual Cabinet and GetBusy.

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Advice from a product and industry expert
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For both big and small businesses and firms
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Personalised to your business
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Any questions you have answered
Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Management
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co

Ask a Question

Peter Syddall, of P.B.Syddall & CO chooses Virtual Cabinet Document Managment
First class review. 5 star quality
"Ticked All The Boxes At A Great Price Point Suitable To Us."
Partner, P.B. Syddal & Co
Kreston Reeves, chartered accountants and financial advisers, selects Virtual Cabinet as their document management system - company logo
Gibson Booth, business services and insolvency, boosts secure communication with Virtual Cabinet Portal
Alan Boswell, insurance brokers use Virtual Cabinet document management system
7IM - Seven investment management choose Virtual Cabinet document management. White logo
Lovewell Blake, Accountants and financial advice firm, select Virtual Cabinet Document Management Software -company logo
Belvoir, property management and estate agents use Virtual Cabinet document management solution
Virtual Cabinet is a trading name of GetBusy UK Limited. Company number 03574066 | VAT GB 367 7189 47