Using Workflow to Transition Folders to Final Disposition - 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

If your system is licensed for Workflow, you can route managed folders through Workflow for final disposition when approval is required.

To enable this action, both the Requires Approval and Add to Workflow final disposition settings must be selected in the Retention Plan Settings dialog box.

For more information about this action and life cycles, see the Workflow module reference guide or help file.