Records Management
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Activity in Records Management

API replace or delete document

We have a need for a process, where API takes a document out of Nautilus manipulates it and puts it back into Nautilus.Our preference would be to replace the old version of the document in Nautilus with the new version. We have tried this and get an ...

Dynamic Evaltuator Prior Documents

Good morning,Hope you are doing well? We recently implemented document retention on a document type using the dynamic option on a date keyword. This worked perfectly but for some reason isn't affecting prior document to before the retention was licne...

Resolved! Is there any way to Delete and Purge documents that were Destroyed by Doc Retention aka Certificates of Destruction (CoD)?

We have a request to completely purge a couple of document types from our system due to regulations but we cannot seem to delete the subset of documents that have gone through Retention Purges and are noted as Destroyed by Doc Retention aka Certifica...

Resolved! RetainStatus values in the docretdynamic table

What are the various values for the RetainStatus column in the docretdynamic table? We are testing dynamic document retention in our testing environment.  The test is set up to mark a document for purging when a keyword is a specific value 10 days af...

Can Document Retention be run as a Windows Service?

Yes, when OnBase is run as a Windows Service.This can be configured from:Client module | Admin | Utilities | Windows ServicesConfiguration module | Utils | Windows ServicesBe sure to schedule the Document Retention processors by right-clicking on the...

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Importing into EP3

Apologies if this has already been asked. I am trying to import this solution into my EP3 environment and consistently running into a show-stopping error with the PRM - Notify Requester workview object, and a slew of System Bitmaps that won't import....

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