What it is and what it is for
WORM makes a document audit-proof. Its document type and retention details are then locked. Changes only happen as a new version with a required comment. A legal hold is a deletion lock, for example during a legal case.
How to do it
- Open the document. The Overview tab shows “Not revision-secure”.
- Click Activate WORM retention. The Revisions tab opens.
- Choose the Period start: immediately or at year end.
- Click Activate WORM retention now (irreversible).
For a legal hold, click Place legal hold in the document, enter a reason and confirm. Use Release to lift it.
Good to know
- WORM applies per document and cannot be undone.
- WORM is available from the Business workspace type. You change the type in the workspace settings.
- WORM is not available on your own storage (BYOS).
- A legal hold blocks deleting, moving and renaming, including all versions, regardless of the retention period. It also works without WORM.
- In the app, owners and administrators of the organization place legal holds.
- Activating WORM is paid.
- Audit records are under Analytics AI → Audit Center.
- PaperOffice supplies versions, checksums, an access log and retention terms for rules such as the German GoBD. Whether your process as a whole is sufficient is for your tax advisor to judge, based on your process documentation.