File Retention Reminders

Overview

By default, network and team admins receive a reminder notification 60 days prior to a scheduled deletion date for projects, groups, departments, opportunities, and network drive files.


File Deletion Reminders

A new filter, Files Pending Auto Delete, appears on the Files module page, listing all files up for auto-deletion within 60 days. The file details page will also display an Auto Delete On field.

Depending on the user role:

  • Network admins: See all files pending auto-deletion.

  • Team admins: See files pending auto-deletion for teams they administer.

  • Network users: See pending deletions for their My Drive.

Smart Reminder Notifications

  • The system sets a Smart Reminder 60/30/7 days before auto-deletion.

  • Network and team admins can edit their reminders in Settings > Smart Reminders.

  • Reminders are aggregated to avoid spam—users receive a single notification instead of multiple reminders per file.

In-App & Email Notifications

  • In-app notifications aggregate file deletion counts at 60/30/7 days.

  • Email notifications are sent to the primary email address associated with the user.


Smart Reminder Configuration

To edit Smart Reminders:

  1. Go to Settings > Smart Reminders.

  2. Enable/disable Smart Reminders for file retention.

  3. Choose the days and time for notifications.

  4. Save the settings.

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