| CPC G06F 16/125 (2019.01) [G06F 16/173 (2019.01); G06F 21/6218 (2013.01)] | 20 Claims |

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1. An apparatus, comprising:
a device including at least one memory having processor-executable code stored therein, and at least one processor that is adapted to execute the processor-executable code, wherein the processor-executable code includes processor-executable instructions that, in response to execution, enable the device to perform actions, including:
receiving a first signal including information that is associated with a first online document referenced in a communication from a first user to a second user, wherein:
the first signal includes a first indication as to whether the second user has permission to access the first online document,
metadata associated with the first online document if the second user has the permission to access the first online document, and
a reference to the first online document if the second user lacks the permission to access the first online document;
responsive to receiving the first signal, determining, based on the first indication, whether the second user has the permission to access the first online document;
responsive to determining that the second user lacks the permission to access the first online document, making a request for the metadata from an online document manager, wherein the online document manager has an elevated permission level to obtain the metadata relative to the second user;
receiving the metadata by the online document manager, regardless of whether the second user has the permission to access the first online document; and
causing the first online document to be marked for retention responsive to the metadata.
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