Once a retention schedule has been created you can go back and edit it at any point.
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Hover over a record category in the File Plan and click View
Details.
The category details page displays and if the category already has a retention schedule then you'll see the schedule summary and steps.
- In the General section click Edit to edit the basic details, or click Edit in the Retention Steps section to edit, add, or delete steps.
- When you've finished click Done.