Privileges - Document Retention - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential - OnBase/Document-Retention/Foundation-23.1/Document-Retention/Configuration/Configuration-Overview/User-Group-Rights/Privileges - 2024-06-03

Document Retention

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