Hold sets are groups of hold reasons that can be applied to different Folder Types. Hold reasons are reasons a folder should be placed in a frozen status and not moved through the retention plan. If a Folder Type is not assigned a hold set, then users cannot place folders of the Folder Type on hold.
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In OnBase Configuration, select Document | Retention Hold Sets. The Retention Hold Set Configuration dialog box is displayed.
Tip:To access hold set configuration during Folder Type configuration, click Hold Sets on the Records Management tab.
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Enter the name of the hold set and click Create. The Retention Hold Set - Settings dialog box is displayed.
