Viewing and Removing Holds on Folders - 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

Follow these steps to view and remove holds, provided that you have sufficient privileges.

  1. Select the appropriate managed folder from the folder tree or the Records Management Administration layout.
  2. Do one of the following:
    • Right-click on the folder and select View Holds.

    • On the Folder tab, click View Holds.

  3. The Holds pane displays any existing holds.
  4. To remove a hold, select it from the Holds pane.
  5. Do one of the following:
    • Right-click the hold and select Remove Hold.

    • On the Folder tab, click Remove Hold.

  6. The Unity Client displays the prompt Are you sure you want to remove this Hold? Click Yes to remove the hold. The hold is removed.
  7. Click Close to close the Holds pane.