With the new Data Retention Policy Editor, you can now manage how long customer data and images are stored. This centralized setup replaces the old desktop-only settings, giving you greater control and consistency across your organization.
How to Create a Data Retention Policy
Click the gear icon in the top-right corner of the Portal
In the settings menu, select Flows, then choose Data Retention.
Click + Add New to create a new data retention policy
Enter a policy name and (optional) description to help you identify its purpose.
Choose which data points you’d like to store and set how long the records should be retained in the portal.
Once you’ve configured your settings, click Save to finalize the policy.
Applying Your Data Retention Policy
After creating a policy, you’ll need to assign it to a Flow so it can take effect.
You can:
Create a new Flow and select your new policy during setup, or
Edit an existing Flow and assign the data retention policy to it from the settings panel.
Once assigned, the retention policy will automatically control how long that workflow’s records are stored.
Important Notes
The new Data Retention Policy system applies to both Web and Desktop workflows.
Older desktop settings are now managed in the portal so make sure your PALIDIN Desktop app is updated to the latest version (v3.4 or newer) for compatibility.
All existing workflows will be automatically assigned a default 5-year retention policy, which you can edit at any time.
If you have any questions, please contact support by:
Emailing: [email protected]
Monday-Friday, 7AM - 5PM PST