Viewing the Disposition Status - 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

You can view a folder's disposition status from the Folders window in the Web Client or from a document residing in a managed folder. The disposition status displays both the folder's Records Management status and the date that the folder was transitioned to a different status.

  1. From the Unity Client's Home tab Documents ribbon group, select File Cabinets. The Folder layout is displayed.
  2. Select the managed folder in the Folder Tree pane.
  3. Right-click on the folder and select Display Disposition Status. The Folder Disposition Status dialog box is displayed. This dialog box provides information about the folder's disposition, including its current status and whether it is on hold.
  4. Click OK when you are finished viewing the status.