If the Document Type Group or Document Type is defined for Static retention, its associated documents can be purged when the user-specified time interval is elapsed. Only a Purging type Document Retention Processor needs to be run to destroy the documents.
If the Document Type Group or Document Type is defined for Dynamic retention, its associated documents must meet both the time interval criteria set at the Document Type Group or Document Type level, as well as any requested processing defined by the associated Evaluation type Document Retention Processor. To remove documents that are associated with a Dynamic Retention Type, an Evaluation type Document Retention Processor must be run to process the documents, followed by a Purging type Document Retention Processor that actually destroys the documents.
To initiate a Document Retention Processor:
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In the OnBase Client, select Admin |
Document Retention | Process. The Document Retention
Processor dialog box is displayed.
At this window, processors are initiated. The left side of the window, or Document Retention Processor pane, displays all available queues, or types of processors available for selection. The right side of the window, or Process Formats pane, displays the Document Retention Processors available in the currently selected queue, and refreshes when a different queue is selected.
Note:The Process Job queue is not specific to Document Retention. It is used to schedule any combination of processors (COLD, DIP, Check Processor, Document Retention) and is available in any processing queue. See Creating a Job.