Archiving & retention (practically explained)
In practice, it’s rarely about “perfect legal wording”, but about still knowing months later what belongs to what. A calm approach is: bundle everything per occasion, export when needed — and simply archive completed occasions. This page is not legal advice.
A simple principle
- One occasion (appointment/job/event) as the shared reference point.
- Approvals land there as an interim state.
- Finalizing creates the proof (PDF + protocol) — only then exportable.
- Archiving cleans up your overview without losing anything.
What does “archive” mean in practice?
Archiving is a status, not deletion. You keep the homepage clean, but can always look it up later, open it, or export it.
What should you have at minimum for retention?
- Context (occasion)
- Scope (which purposes/platforms)
- Time (timestamp)
- Closure (finalization / proof export)
What does “archive” mean?
Archiving is a status (keep the overview clean), not deletion. Content remains available.
What should I document at minimum?
Context (occasion), scope (purposes), timing (timestamp) and closure (finalize/export).
How can I export something for hand-off/archive?
After you finalize, you can export proofs as PDF + protocol — or export a ZIP bundle.
How does revocation fit in?
You should document revocations/changes for the occasion so the history stays traceable.
Is this legal advice?
No. This is practical guidance.