Overview
Retention deletes documents on a schedule, so you can meet GDPR and other regulated retention rules without anyone deleting documents by hand. You describe which documents to delete and how long to keep them as policies, and Nobly Insight evaluates those policies on a recurring schedule — deleting what’s eligible either recoverably (soft delete) or permanently (purge).What you can do
| Capability | What it does |
|---|---|
| Policies | Match documents by type, keyword, date, or last activity, and set how long to keep them |
| Simulation | Preview exactly which documents a policy would affect before enabling it — read-only |
| Approvals | Require sign-off from designated user groups before any deletion |
| Escape valves | Stop a deletion with a per-policy rescue or exclusion, or a cross-policy legal hold |
| Scheduling | Run deletion automatically in an overnight window, or pause it while you author policies |
| Access | Grant retention capabilities to user groups — view, manage, approve, or admin |
How it works
A document a policy is tracking moves through a short lifecycle: tagged when it first matches, through an optional approval step and a grace period, to deleted (recoverable) or purged (permanent). Until the moment of deletion you can pull it back out — rescue it, exclude it from the policy, or place it on a legal hold.Where to read next
Retention & deletion guide
The full guide — lifecycle, policies, approvals, legal holds, scheduling, access, and setup.
Administration & governance
Platform-wide audit, permissions, and multi-tenancy that retention reuses.