Control / Source present · live validation pending

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 design concept
Design concept with sample records; not a live ERP screenshot.
Tasks 41–44 provide source controls. Actual cleanup is disabled; private storage, concurrency, recovery drills and security testing still require validation.
Feature-by-feature availability

What is in source, planned or awaiting integration.

  • Company storage monitoringSource present · live validation pending

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

  • Retention policy and safe previewSource present · live validation pending

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

  • Legal hold and releaseSource present · live validation pending

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

  • Configured company quotasSource present · live validation pending

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

  • Two-person cleanup reviewSource present · live validation pending

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

  • Recovery-reference inventorySource present · live validation pending

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

  • Private-file integritySource present · live validation pending

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

  • Cleanup enforcement and malware scanningPending implementation / validation

    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.

Module access follows assigned rights. Application package releases and live connections are separate.

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
Connected departments

Where this module connects.

Source present · live validation pending. Release availability requires the relevant implementation, integration and validation work. The visual above is illustrative.

Start with your business

Map your teams.
Connect your workflow.

Explore the departments and handoffs that match your operation, then prepare a product enquiry around your company structure.