Document Retention and Records Management - Records Management - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

When both Document Retention and Records Management modules are used in a system, documents are handled in a different manner by Records Management. If a document is within a Records Management folder that is not in an Open state, Document Retention will exclude the document from the purge process. Documents excluded in this manner will be included in the SYS Document Retention Report.