Control

Attachment Governance & Storage

Control the lifecycle of Office Mail attachments through private storage, retention review, legal holds and company storage limits.

Authorized Sender / RecipientCompany Super AdminIndependent ReviewerIT Department

What it is designed to manage

  • Company storage monitoring
  • Retention policy and safe preview
  • Legal hold and release
  • Configured company quotas
  • Two-person cleanup review
  • Recovery-reference inventory
  • Private-file integrity
  • Cleanup enforcement and malware scanning
FieldPro Attachment Governance & Storage
Features

Everything included in this module.

  • Company storage monitoringAvailable

    Review attachment usage and recovery-reference inventory inside the authorized company.

  • Retention policy and safe previewAvailable

    Configure no expiry or a 30–3650 day retention period and inspect bounded expiration candidates without deleting files.

  • Legal hold and releaseAvailable

    Record a reason for legal hold and authorized release. Held attachments are excluded from cleanup previews and approval.

  • Configured company quotasAvailable

    Quota checks use a locked company record during uploads. Companies without a configured quota remain unlimited.

  • Two-person cleanup reviewAvailable

    A requester cannot approve their own cleanup request. Approval records a review only; it does not delete a file.

  • Recovery-reference inventoryAvailable

    Record backup references and connect them to independent backup verification. A reference alone does not prove a recoverable backup.

  • Private-file integrityAvailable

    Allowed uploads and downloads use company checks, randomized storage keys and SHA-256 verification.

  • Cleanup enforcement and malware scanningComing soon

    The cleanup worker remains preview-only. Destructive cleanup and actual antivirus/content scanning are not implemented.

Permissions & security requirements.

  • Company administration permission and CSRF are required for governance changes.
  • Legal holds block cleanup approval; requester and reviewer must differ.
  • This scope covers Office Mail attachments, not automatic governance for every ERP document.

Related role applications.

Each person only sees the modules and records their role allows.

A practical view of the process

How the work moves.

01

Upload into private storage

02

Monitor company usage

03

Preview retention candidates

04

Check legal holds

05

Request independent cleanup review

06

Verify backup and recovery separately

Information coming in

  • Office Mail attachment metadata
  • Retention policy and optional quota
  • Legal hold reason
  • Independent review decision

Records & handoffs coming out

  • Usage and candidate reports
  • Hold and review history
  • Backup-reference inventory
  • No deletion from review alone
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