01 | Introduction | 3 m | ||
02 | Retention Date Options | 2 m | ||
03 | Static Document Retention Configuration | 7 m | ||
04 | Static Document Retention Demonstration | 6 m | ||
05 | Administrative Privileges | 2 m | ||
06 | Dynamic Document Retention Configuration | 6 m | ||
07 | Dynamic Document Retention Demonstration | 8 m | ||
08 | Conclusion | 2 m |
09 | Final Assessment |
10 | Try using Document Retention in a Hands-On Lab course | |||
11 | Learn how to automate retention with Governance Rules as a Service |
Document Retention manages the retention and disposal of stored documents according to predefined business rules. The destruction process is initiated by the passage of time, allowing for automatic removal from OnBase. As a result, organizations support compliance with legal requirements, reduce processing expenses, save storage space, and enforce a retention policy across the enterprise with ease.
Static retention marks documents for deletion after a set period of time, while dynamic retention allows documents to be evaluated first by OnBase Workflow, VBScript, or another external processor. Learn to configure and run both kinds in this course.
Suggested further learning for after this course:
Document Retention: Hands-On Lab and Governance Rules as a Service course
Please login to begin this course.