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Keyword-Based Document Retention

SECTION 1: Course Instruction

01 What is Document Retention? 2 m
02 Processing Retention Based on Keyword Type 1 m
03 Doc Retention and Workflow 1 m
04 Doc Retention or Records Management? 1 m

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

05 Final Assessment

The Document Retention module allows for the automatic destruction and removal of “qualified” documents that have exceeded their retention period and have not been marked for exclusion from the retention schedule. This qualification process varies, depending on whether a static or dynamic retention type is specified at the Document Type or Document Type Group level.

Join QA's Kyle Vonderau for this brief course that covers how to configure and use Keyword-based Document Retention. Make sure you take the assessment to get credit for watching this Tech Support Training course.

  • OnBase
  • eLearning
  • P1348
  • Intermediate
  • 9 mins
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • Why use Keyword-based Doc Retention
  • Licensing
  • Alternative to Using Document Date
  • Keywords Can be More Integrated with Workflow
  • Keyword Types That Can be Used
  • Doc Retention vs. Document Management