To edit the entries for specific retention periods in caralegal, proceed as follows:
Edit section
Navigate to the section
Resources > Retention periods
Select the gear icon: Move the mouse pointer over the retention period you want to edit. A cogwheel icon appears to the right of the retention period.
Edit: Click on the gear icon to edit the relevant retention period entries.
These steps allow you to adjust the retention periods as required.
Linking with organizational units
Not all retention periods may be necessary for all organizational units. To link or unlink, proceed as follows:
Select the link icon and click on it.
Then select or deselect specific units for which the entry should not be displayed.
