A history view is only as durable as the source records it retains. Check the device’s retention choice before relying on it to keep older report paperwork.
Long-term organization needs both an explicit retention setting and retained originals.
Start with the source
New workspaces keep records until deletion, while existing workspaces retain their earlier source-retention setting. Open Settings and inspect that choice rather than assuming an update changed it automatically.
Make the review useful
Expiry is applied when the workspace opens or resumes. Deleting or expiring a source removes its record from the dashboard. Derived tasks can remain, but their titles do not preserve the complete report metadata, source text or image preview.
Keep the next step clear
Keep original reports separately when completeness matters and make deliberate exports before cleanup. Plain JSON exports are not encrypted like the workspace. A retained list of reports also should not be described as a complete clinical history, because only supplied records are present.
One step at a time.
- 01
Inspect Source retention on the device you use.
- 02
Choose a long-term setting deliberately if appropriate.
- 03
Keep complete originals outside compressed working previews.
- 04
Export needed records before deleting sources or changing devices.
A little reference.
Keep the context and your next action together.
| Check | Example | Your next step |
|---|---|---|
| Retention | Keep until I delete | A deliberate source choice |
| Expiry | Applied on open or resume | Can remove record history |
| Originals | Complete provider documents | Keep when source completeness matters |
Does a remaining task preserve a report after source expiry?
No. A derived task can remain without the complete source record that supplied its report text, image and metadata.
These guides explain product workflows. Review extracted names, dates and amounts. Features depend on your device, permissions and optional service setup.
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