With AuditDashboard's secure year-round file sharing portal, you can easily move files into an engagement and set automatic deletion periods for files and folders.
Send a File to an Engagement
To move a file into an engagement, select the file and click the Send to Engagement icon, shown below:
You will then be presented with the option of which Engagement and Request that you would like to copy the file to. The original file stays in place, and a copy is made and placed into the Engagement.
Automatically Delete a File
To set an automatic deletion period for a file, select the file, and click the Timer icon at the top. This will give you the option of setting a specific time period after which the file will be automatically moved to the Trash.
Some organizations will have pre-set deletion periods for Files. To modify or apply automated File retention policies, contact your AuditDashboard administrator.