Excluding Documents from a Document Retention Process - Document Retention - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Premier - external - Standard - Essential - Premier - Standard - Essential
To exclude a document from being purged or evaluated by a Document Retention process:
From an open document, a Document Search Results list, or a Folder document list, right-click on the document or a selected range of documents and select Document Retention | Exclude fromDocument Retention.
In the Document Retention Exclusion dialog box, enter a comment regarding why the document is being excluded.
Note:
Comments are required and are limited to 250 characters.
Note:
The comment entered is displayed as the Reason for Exclusion in the Documents Excluded fromDocument Retention window.