Viewing and Removing Holds on Folders - Records Management - English - Foundation 22.1 - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

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

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

  1. Select the appropriate file cabinet.
  2. Select the managed folder in the folder tree or Folders pane.
  3. Right-click on the folder and select View Holds. The Holds on Folder dialog box is displayed.
  4. To remove a hold, click the adjacent Remove Hold button.
  5. You are prompted with Are you sure you want to remove this Hold? Click Yes to remove the hold. A confirmation message is displayed.
  6. Click Close.
    Note:

    You can not place more than one hold of the same type on a folder, but you can place different types of holds on a folder. Different users can place a second hold of the same type on a folder.