Workflow - 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

An Evaluation Process can add documents to a Workflow queue. Within Workflow, the document can be marked for deletion or have its retention period extended.

Documents can be excluded from being evaluated or purged by the Document Retention processor using the Exclude from Document Retention Workflow action.

Note:

For more information on configuring Workflow actions, see the Workflow module reference guide or help file.