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Revision-secure storage and legal hold

Audit & quarantine 1:05 2026-10-19

Store important documents unchangeably, with a calculated retention period, a compliance certificate and a legal hold for litigation or tax audits.

What you will learn

  • Activate revision-secure storage with country and document type
  • Create a compliance certificate and set a legal hold
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Transcript

For documents you have to keep, there’s revision-secure storage. Above the document, it still says: not revision-secure. We activate it in the Revisions tab: choose the country and document type, which sets the retention period, here six years for a UK VAT record. It starts immediately, and PaperOffice shows the calculated end date. After that, the document is stored unchangeably and can’t be deleted or moved until the retention period ends. PaperOffice logs whatever happens to the document, tamper-proof, in the Revisions tab. This is irreversible by design. At any time, you can then create a compliance certificate: a PDF with proof of integrity, a QR code, and a public verification link. If a legal dispute or tax audit is underway, an admin can additionally set a legal hold via the API, for example from your own workflow. The document will display this immediately and remain retained beyond the deadline until the hold is lifted. To sum up: choose AI-DMS Ultra for important documents, and the audit checks every document with twelve controls. Critical findings put the document into quarantine immediately, and only an admin may release it, after a review. PaperOffice reads poor scans too, you check every value at its source, PaperOffice reports duplicates on its own, and you store important documents revision-secure. Until next time in the PaperOffice AI Academy.

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