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. |  |
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. |  Image Added |
9. Open or refresh (F5) the vault and open the Copies Pending Retention Review view. | |