Adding & Removing Documents in Folders That Are Not Open - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Premier - Essential

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 22.1
License
Standard
Premier
Essential

Users with sufficient administrative privileges can manually add and remove documents in managed folders that are not open. These operations should be performed only when documents need to be added or removed from managed folders without disrupting the retention period. For example:

  1. A document has been misindexed or imported too late. The document needs to be added to a managed folder without disrupting the retention period.
  2. A managed folder has been audited, and a certificate of audit needs to be added to the folder.

When documents are added or removed from folders that are not open, OnBase logs the transaction. To view these transactions, run a Records Management Transaction Log report with Folder Contents Changes selected. For more information, see Viewing Records Management Transactions.