Privileges - Document Retention - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Document Retention

Platform
OnBase
Product
Document Retention
Release
Foundation 23.1
License
Standard
Premier
Essential

The following User Group privileges must be assigned to enable selective retention functions in the Client:

  • Doc Retention Properties – Enables the Document Retention tab on the Document Properties dialog box. For more information, see Viewing Document Retention Properties.

  • Doc Retention Exclusion – Enables the Exclude from Document Retention function on the right-click menu of the Document Search Results list. This function is used to override a document from being purged or evaluated when a Document Retention Processor is run.

  • Doc Retention Remove Exclusion – Enables the Remove Exclusion from Document Retention function on the right-click menu of the Document Search Results list. This function is used to override an exclusion setting (i.e., include the document) in the purge process when a Document Retention Processor is run.