Usage - Unity Client - Records Management - Foundation 24.1 - Foundation 24.1 - Ready - OnBase - Essential - Premier - Standard - external - Essential - Standard - Premier

Records Management

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

To work with managed folders, access the File Cabinets layout by selecting File Cabinets from the Home tab in the ribbon, or access the Records Management Administration layout from the File menu.

When a managed folder is displayed in the folder tree, the folder's icon indicates its status. The following table describes the status icons for managed folders:

Icon

Status

Managed, open folder

Closed folder

See Closing Folders.

Cutoff folder

See Cutting Off Folders.

Awaiting approval

See Awaiting Approval.

Destroyed folder

See Destroyed Folders.

On hold

See Placing Holds on Folders. Also see Viewing and Removing Holds on Folders.

Permanent record

See Permanent Records.