If your solution is configured as a Layer 2 or Layer 3 institutional database, then managed Folder Types allow you to assign the following for each institution:
-
Retention plans
-
Retention plan sets
-
Event sets
-
Hold Sets
On the Records Management tab in Folder Type configuration, the Institution list allows you to select the institution you want to configure. Complete the following steps in Configuration to configure a managed Folder Type that is shared among several institutions: