> ## Documentation Index
> Fetch the complete documentation index at: https://docs.insight.nobly.dk/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup & troubleshooting

> A step-by-step checklist for standing up retention on a new tenant, plus fixes for the issues you're most likely to hit.

## Setting up retention on a new tenant

<Steps>
  <Step title="Confirm retention is available">
    Retention is provisioned per tenant. Confirm it's switched on for your tenant before you begin.
  </Step>

  <Step title="Grant access">
    Map the retention capabilities onto your user groups under **Settings → Access → Permissions**. At minimum, the people authoring policies need policy-manage and simulate.
  </Step>

  <Step title="Author the first policy — disabled">
    Create the policy with **Enabled** off. Set its criteria, retention period, grace period, deletion method, and (if used) approval and approver groups.
  </Step>

  <Step title="Simulate">
    Run a simulation. Review the matched total and the sample, and confirm the policy targets exactly what you expect.
  </Step>

  <Step title="Confirm the schedule">
    Make sure the processing window sits in your quiet hours, clear of business hours, backups, and indexing.
  </Step>

  <Step title="Turn on processing">
    Switch retention processing on for the tenant. Nothing is deleted yet — no policy is enabled.
  </Step>

  <Step title="Enable the policy">
    Flip the policy to **Enabled**. It's picked up on the next scheduled cycle.
  </Step>
</Steps>

## Troubleshooting

| Symptom                                               | Likely cause                                                                                                                                             | What to do                                                                                               |
| ----------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------- |
| Retention section missing from the navigation         | Retention isn't switched on for the tenant, or the user's groups have no retention access                                                                | Confirm retention is provisioned; grant at least `retention.policies.view` to the user's group           |
| Policy enabled but nothing is tagged                  | Processing is paused, hasn't run since you enabled the policy, or the policy matches zero documents                                                      | Confirm processing is on, wait for the next cycle, and re-run the simulation                             |
| Documents stay Tagged and never delete                | The grace period hasn't elapsed, or the policy requires approval and the batch is still pending                                                          | Check the document's retention status for its current state and timing; approve the open batch if needed |
| Documents land in Quarantine                          | A transient error during processing — storage briefly unavailable, the document changed mid-process, or a legal hold landed between tagging and deletion | Open the quarantine entry for the recorded reason and retry once the underlying issue is resolved        |
| Nothing happens overnight                             | The schedule sits outside the processing window, or processing is paused                                                                                 | Confirm the schedule and that processing is switched on                                                  |
| An approval batch is open but nothing can be approved | Every document in it was excluded or placed on hold after the batch was created                                                                          | It's auto-rejected on the next cycle; a fresh batch forms if documents still match                       |

## Where to read next

<Card title="Administration & governance" icon="gear" href="/features/administration" horizontal>
  Platform-wide audit, permissions, multi-tenancy, and observability — retention reuses these.
</Card>

<Card title="Document management" icon="folder-open" href="/features/document-management" horizontal>
  How documents are captured and stored — the surface that retention acts on.
</Card>