You can schedule a report to run periodically to identify records eligible for purging. The retention date field in the agreement provides the selection criteria. A sample report is provided which can use be used as the basis for creating the report.

The report can be emailed to Record Retention Authorized Users to allow them to selectively purge records.

To send purge notification, perform the following:

1. Create a public folder to hold the purge notification report
2. Create a new report using the report builder
3. Edit report properties and save the report
4. Schedule the report and send notification