Creating a Retention Schedule for the TCM Purge Process

Looking to understand how to create a retention schedule in order to set up the purge process in the TCM Full Client. 

• Munis

• Enterprise ERP

• Content Manager 

• CM

• Tyler Content Manager

• TCM

• TCM Full Client 

• Purging Documents 

A retention schedule needs to be created first in order to purge documents. This is to allow TCM to target the specific document types to be deleted in terms of the date, how often, and any other additional specifications. 

Please refer to the Document Retention & Purge documentation. This will provide a step-by-step process on how to create a retention schedule and ultimately how to purge documents. 

For additional details on purge schedule options please review this link: https://help.tyleru.com/CMHelp/index.htm#t=Administration%2FRecords_Retention_Policies.htm