Manage U‑Capture Policies Introduction
Version 1.1
U‑Capture Policies allow you to perform automated actions against your captured conversation data including recording control, retention and archiving, transcription, export, and access control. These are all designed to help with your regulatory and data retention and management requirements. Whether you’re setting this up from the start, or you need to change your current policies, this topic will take you through the various options, considerations, and configuration (just click Configure > Policies in the side menu). This topic is most useful for those involved in system management.
New in this Topic
Version 1.1 of this topic introduces the following general updates:
The Storage Policies, and Manage Storage Policies articles have been updated to include information on Schedules - U-Capture 2025.2.3 introduces Schedules to determine when storage policies are applied. Full details on Schedules are covered in Manage Schedules.