1. Open the Production Vault Tools & Support folder (most likely you will have a shortcut on your desktop). | |
2. Open the Tools folder. | |
3. Open (double-click) the RetentionFlag tool. | |
4. Confirm that the correct Configuration File is selected and that the correct Meridian Vault is listed. | Image Removed Image Added |
5. Click the Flag Documents button. | |
6. Respond Yes when the Log Exists box asks if you want to append the list. Note: this will ensure that we have a history of each time the tool is run rather than replacing / overwriting the file. | |
7. When the tool completes the Retention Flag list opens in Notepad. The most recent updates will be included at the end of the list. Close the Notepad file. | |
8. Exit the RetentionFlag tool and close the Tools folder. | |
9. Open or refresh F5) the vault and open the Copies Pending Retention Review view. | |