How do I set the length of time for an Enterprise Policy Retention?

Log in as an administrator for your account or group. Go to the settings for retention policies. Choose a time frame, from 1 day up to 5475 days (15 years), for how long to keep the files.

Model Retention Policy in Adobe Acrobat — How-to & AI prompts

AI prompts

1 way to ask · copy any one

CDecide — “help me choose”I need pragmatic retention and access rules for deal files: what retention windows are…+

I need pragmatic retention and access rules for deal files: what retention windows are defensible for valuations and models, what access groups must retain long-term read-only copies, and one simple automation or naming convention to enforce expiry without breaking audit evidence. Don’t design a whole records program — give me what I can implement this quarter.

when the reply comes backPush once: ask it to sharpen the weakest part, and to say what it assumed.

How to do it

the tool · the steps · what to avoid

1
Sign in to the Adobe Admin Console using your administrator credentials.
2
Navigate to the storage management section in the Admin Console.
3
Select the option to manage individual user folders from the available storage management options.
4
Locate and select the retention policy option.
5
Choose whether to retain inactive user folders permanently or set a custom retention period (e.g., 30, 90, 365 days).
CautionSetting a shorter retention period will result in automatic deletion of user content after the specified time.
6
Confirm and save your retention policy settings.

In the appWith the API

You can view and manage retention settings for both active and inactive user folders directly in the Admin Console under Storage.

This runs in the Acrobat app - there is no separate API for this task.

Glossary

words on this page

Retention PolicyA set of rules that decides how long documents are kept and how they are handled.ExampleOur company's retention policy states that all invoices must be kept for seven years.

Terminal StateThe final stage of a document, after which no more changes are expected.ExampleOnce approved and archived, the contract reached its terminal state, meaning no further edits were allowed.

Certificate-based SecurityA way to protect files using digital certificates, which are like digital IDs, to prove who can access them.ExampleCertificate-based security ensured only employees with valid digital IDs could open the confidential files.

Who does this

3 roles

IT AdministratorEnterprise Storage ManagerCompliance Officer

FAQ

about this task

Enterprise Policy Retention is a system for administrators to set rules about how long digital documents must be stored. It ensures that important files are kept for the right amount of time to meet legal or company rules, and then deleted when no longer needed.

Log in as an administrator for your account or group.
Go to the settings for retention policies.
Choose a time frame, from 1 day up to 5475 days (15 years), for how long to keep the files.

Using password or certificate-based security with retention policies is very important for protecting sensitive information. It makes sure that only authorized people can access the files, even after they have been stored for a long time. This helps your company follow important data security rules like HIPAA or ISO 27001.

If your company needs to follow PCI DSS 3.0, Enterprise Policy Retention helps by letting you set specific rules for how long payment card data is kept. You can make sure these sensitive files are stored securely and deleted when they are no longer needed, which is a key part of PCI DSS compliance.

Enterprise Policy Retention is a system-wide setting managed by administrators that applies rules to many documents across an organization. It sets how long files are kept. In contrast, a user protecting a single document usually applies security like a password to just that one file for immediate access control, not for long-term storage rules. The retention policy is a background rule, while single document protection is a direct user action.

Model Retention Policy

When to use it

AI prompts

How to do it

Glossary

The real tasks

Who does this

FAQ

Sources