Guide › Running the site › Settings
Set limits, budgets and retention
Why it matters
Match upload, Trial, spending, retention and export settings to your installation’s policy.
Before you begin: Content Admin access. Review the impact of limits and automatic deletion before saving.
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Set upload limits and Trial
Content AdminOpen Settings. Set file size and page limits for each role. Turn Trial on or off and choose how long its temporary results are retained.
Historical local-site capture · 5 October 2026 · Settings: upload limits and the side panels. - 2
Set monthly budgets
Set Creator, Content Admin and Admin monthly budgets and the Site budget. Reducing a budget below current usage prevents new paid runs until the next month; Free engines remain available.
Historical local-site capture · 5 October 2026 · Budgets filled in. - 3
Choose document retention
Enable or disable automatic removal of documents not opened for the configured number of days. Tell your users about the retention policy so they can download content they need.
Historical local-site capture · 5 October 2026 · Retention. - 4
Choose formats, review threshold and currency
Enable at least one download format. Set the Needs check threshold and currency. A currency change alters displayed units; it does not convert historical amounts.
Historical local-site capture · 5 October 2026 · Formats, review threshold, currency. - 5
Save and correct validation errors
Select Save settings. If any field is invalid, fix the shown error and save again. Invalid settings are not partly applied. Lower upload limits affect new uploads.
Historical local-site capture · 5 October 2026 · Settings saved. - Result to check
Settings displays the saved policy. Values shown in historical screenshots are sample configuration rather than fixed product limits.