There may be consequences for not keeping records long enough, or by destroying them improperly. The Document Retention module assists with retention and removal of documents from your OnBase system and helps keep you compliant.

In this hands-on lab you will first create a processor that will dispose of documents after a set time period - no questions asked (static retention). Then, you'll make a processor that will send your documents to OnBase Workflow to help evaluate whether they should be disposed of or kept (dynamic retention).

Important: For the best lab experience, please use Chrome, IE, or Edge to complete this course.