Viewing Folder Type and Document Type Assignments - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Records Management
Platform
OnBase
Product
Records Management
Release
Foundation 24.1
License
Standard
Essential
Premier

You can view the Folder Types and Document Types that are assigned to a retention plan and configured for auto-foldering. To view assignments:

  1. In the Configuration module, select Document | Retention Plans.
  2. Select the appropriate retention plan and click Info. The Configuration Tree dialog box is displayed.
  3. Expand the appropriate retention plan until you find the information you are looking for.
  4. Click Close when finished.
    Note:

    Once the Configuration Tree dialog box is accessed, if any configuration options are changed, the Configuration module must be closed and restarted in order for changed to be reflected in the Configuration Tree dialog box.

    Tip:

    In addition, the retention plan will be listed in the Configuration Tree dialog box when accessed from the Document Types dialog box or by selecting Utils | Configuration Tree.