Foxit DMS · Records Retention

Automate Retention. Govern Every Record.

Foxit DMS (Document Management System) gives teams a governed way to apply retention rules, track lifecycle status, and manage records from creation through final disposition. Foxit DMS is included free with a subscription to Foxit PDF Editor or Foxit eSign and includes unlimited storage.

Foxit DMS records retention dashboard with lifecycle status and policy controls
Records Retention Pillars

A Governed Foundation for Records Management

Foxit DMS centralizes retention rules, lifecycle status, and disposition activity so teams can manage records consistently.
Policy-Based Retention
Define how long records should be kept based on business and regulatory needs.
Lifecycle Automation
Trigger retention from key document events like signature completion or finalization.
End-of-Life Actions
Archive, move, or remove records consistently when retention periods end.
Retention Visibility
See where records stand, which policies apply, and what actions have happened.
Capabilities

Records Retention Built Into the Document Lifecycle

Explore how Foxit DMS handles retention rules, connects to real workflows, manages end-of-life actions, surfaces lifecycle activity, and scales governance with your business.
Retention Rules

Set Retention Rules Once, Apply Them Consistently

Foxit DMS lets organizations define retention rules across documents, folders, and workflows. Teams can use document type, metadata, or classification to set retention periods and end-of-life actions.

  • Policy-based retention rules

    Define how long documents should be retained based on business requirements.

  • Centralized rule management

    Manage retention settings from one governed document platform.

  • Consistent application

    Apply retention rules across teams, folders, and document types.

  • Reduced manual tracking

    Replace spreadsheets, calendar reminders, and one-off retention decisions.

  • Scalable record governance

    Extend retention practices as document volume and teams grow.

Controlled Disposition

Apply Consistent End-of-Life Actions

Foxit DMS applies end-of-life actions in a controlled, repeatable way. Records can be archived, moved, or removed according to defined retention rules, so teams reduce over-retention without losing the records they need to keep.
  • Automated end-of-retention actions
  • Controlled archive, move, or removal
  • Retention action history
  • Less over-retention and storage clutter
  • Consistent disposition across teams
  • Cleaner, focused document repositories
Document lifecycle from active to archived and disposed in Foxit DMS

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Turn Records Retention Into a Repeatable, Connected Process

Foxit DMS gives organizations policy-based retention, lifecycle automation, controlled disposition, and retention visibility, included with Foxit PDF Editor and Foxit eSign. Manage records from creation through final disposition within connected Foxit PDF Editor and Foxit eSign workflows.
  • Policy-based retention rules
  • Lifecycle triggers from Foxit eSign and PDF Editor
  • Controlled archive, move, and disposition actions
  • Retention status, activity, and reporting
  • Connected to Foxit PDF Editor and Foxit eSign
Records Retention FAQ

Records Retention FAQ

Foxit Document Management System, also called Foxit DMS, helps organizations define how long managed documents and records are retained, archived, or disposed of according to configured policies.

Foxit Document Management System, also called Foxit DMS, supports policy-driven retention rules and lifecycle actions across documents, folders, and workflows. Administrators configure the policies that govern managed records.

Foxit Document Management System, also called Foxit DMS, connects retention workflows to Foxit eSign. Teams can apply retention rules to executed agreements, completed signed documents, and related records based on lifecycle events.

Foxit Document Management System, also called Foxit DMS, keeps managed PDFs connected to the central repository while teams work in Foxit PDF Editor. Version history, access controls, and retention policies remain associated with the managed record.

Foxit Document Management System, also called Foxit DMS, supports compliance programs with retention policies, activity history, and controlled disposition workflows. Foxit DMS does not replace an organization's compliance program.