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Document Retention

SECTION 1: Course Instruction

01 Introduction
02 Options
03 Static Configuration
04 Static Document Retention in the Client
05 Administrative Privileges
06 Dynamic Configuration
07 Dynamic Document Retention in the Client
08 Tips
09 Conclusion

SECTION 2: Final Assessment (Earn 80% or higher to earn credit)

10 Final Assessment

This course explores OnBase Document Retention, a module “that manages the retention and disposition of stored documents according to predefined business rules per class of document. See the difference between static configuration and dynamic configuration while learning best practices and tips for your own document retention solution.

  • Premium
  • P0433
  • Intermediate
  • 42 mins
  • Available with Premium Subscription

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There are no prerequisites for this course.
Learning Paths with This Course