Guides related to Retiring Forms & Documents
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Retiring Forms and Documents Help Guide
Forms should be retired by renaming them with a “- Retired” suffix and date, moving them into a designated retired folder, and removing them from the public and company libraries to prevent further use. Any related Word templates should also be renamed with the same suffix and date to maintain consistency across document libraries. If a history log is kept, an entry should be recorded to track the retirement and provide a clear audit trail.