Modifying Keyword Types on Managed Folders and Documents - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management

Platform
OnBase
Product
Records Management
Release
Foundation 23.1
License
Standard
Essential
Premier

If you have the Modify Managed Document and Folder Keyword Types privilege, you can change the Keyword Types assigned to managed Folder Types that have folders that are not open. You can also modify Keyword Types on Document Types that have documents residing in folders that are not open. Keyword Types added to these folders or documents will be assigned null values.

If you remove Keyword Types from managed Folder and Document Types, the Keyword Types and their values are no longer accessible from the managed folders or documents in the OnBase Client.

Note:

Keyword Types cannot be removed if they are associated with a retention plan set that is in use by a folder.

CAUTION:

The Modify Managed Document and Folder Keyword Types privilege lets you change which Keyword Types are assigned to records that are closed, cutoff, or on hold. Removal of Keyword Types can result in the loss of metadata required by your business and records management processes. If you remove a Keyword Type that is used by a Folder Type's Auto-Foldering process, the Auto-Foldering configuration is deleted, and no message is displayed to indicate that the deletion occurred. Ensure you understand the consequences of modifying Keyword Types on these records before exercising this privilege.