Sheets
5
Core items separated
Free Download
Download the Document Retention Log Template for free. Manage retention periods, archive status, and review dates in one workbook.
A free Excel template that keeps retention periods, archive status, and review dates in one workbook. The same page also shows the matching web-screen flow.
Free Download
retention
archive
history
Workflow
Traceable
Easy to share
Input
Scalable
Easy to refine
Input example
Document retention operating view
You can review retention periods, archive status, and review dates at a glance.
Documents
140 documents
Retention
5 years
Archive boxes
12 boxes
Review due
4 items
Free Download
See what is inside the Excel version first
A free template that makes it easier to organize retention periods, archive status, and review dates in one workbook. After downloading, start by aligning the core assumptions.
File
document_control_document_retention_log_template_en.xlsx
Sheets
5 sheets
Purpose
Retention and archive tracking
Align retention periods and archive status first to stabilize the workflow.
Keeping review dates in the same workbook reduces the need to search across separate files.
You can also use it as source material for monthly reporting and handover.
Start with the retention periods assumptions.
Workflow
How document control works in Excel
When retention periods, archive status, and review dates stays in one flow, it becomes much easier to prevent misses.
Step 1
Align the schedule
First align the assumptions for retention periods and set the daily operating conditions.
Step 2
Collect the information
Gather archive status so each owner can see what is missing.
Step 3
Move the action forward
Bundle the necessary checks and decisions into one flow.
Step 4
Keep the history
Save the history so it can support the next review and reporting.
Screen Mapping
Which columns become which screens
When you carry the Document Control data model directly into screen design, the operating flow becomes much easier to understand.
Excel element
System element
Notes
Excel element
Document list
System element
Archive registry
Notes
Keeps the latest status visible.
Excel element
Retention period
System element
Retention board
Notes
Shows when review is due.
Excel element
Review schedule
System element
Reminder timeline
Notes
Keeps upcoming checks visible.
Excel element
Archived items
System element
Archive log
Notes
Makes storage status easy to confirm.