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Document Retention

SECTION 1: Course Instruction

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

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

09 Final Assessment

SECTION 3: Further Learning

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

  • OnBase
  • eLearning
  • P1653
  • Intermediate
  • 36 mins
  • Available with Premium Subscription

Please login to begin this course.

There are no prerequisites for this course.
Topics Covered
  • Configuring a Document Retention Processor
  • Configuring an Evaluation Processor
  • Running a Processor
  • Report Detail Settings for Processors
  • Deletion Options for Processors
  • Processing Options
  • Excluding Documents from Document Retention
  • Retrieving a Document Retention Report
  • Using Administrative Privileges to Re-Index and Delete
  • Using Workflow for the Evaluation Process
Learning Paths with This Course

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