Event sets are groups of events that should be available for the same retention plan. Events are manual triggers to allow folders to move through the appropriate retention plan. You can configure a combination of events and retention plans to achieve the retention results you need.
To configure events sets:
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In OnBase Configuration, select Document | Retention Event Sets. The Retention Event Sets Configuration dialog box is displayed.
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Enter the name of the event set and click Create. The Retention Event Set - Settings dialog box is displayed.
