Get the free ECM OnBase Document Retention Form - University of Miami

ECM Base Document Retention Form Date: 8/6/2018 Data Custodian:Department: AD Admissions Nate CrozierLife Cycle Management of documents is being implemented in Base. A document destruction policy

How to fill out ecm onbase document retention

How to fill out ecm onbase document retention

1. To fill out an ECM OnBase document retention, follow these steps:
2. Open the ECM OnBase application on your computer.
3. Navigate to the 'Document Retention' section.
4. Click on the 'New Document Retention' button.
5. Fill in the required fields such as document title, retention period, and retention category.
6. Attach the document that needs to be retained by clicking on the 'Attach Document' button.
7. Save the document retention form.
8. Review the completed form to ensure all information is accurate and complete.
9. Submit the form to initiate the document retention process.

Who needs ecm onbase document retention?

1. ECM OnBase document retention is required by organizations and businesses that deal with large volumes of digital or physical documents.
2. Companies in industries such as finance, healthcare, legal, and government often implement ECM OnBase document retention to ensure compliance with legal and regulatory requirements.
3. Additionally, organizations that prioritize efficient document management and want to improve information governance can benefit from utilizing ECM OnBase document retention.

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What is ecm onbase document retention?

ECM OnBase document retention refers to the systematic control of documents within the OnBase platform to ensure that they are stored, accessed, and disposed of in accordance with legal and organizational policies over a specified retention period.

Who is required to file ecm onbase document retention?

Organizations that utilize OnBase for managing electronic documents and records are required to file ecm OnBase document retention to comply with regulatory standards and to manage their documentation appropriately.

How to fill out ecm onbase document retention?

To fill out ecm OnBase document retention, organizations must input specific document types, their corresponding retention periods, and any relevant legal compliance clauses into the OnBase system based on their records management policy.

What is the purpose of ecm onbase document retention?

The purpose of ecm OnBase document retention is to manage the lifecycle of documents, ensuring that they are kept for the required period for legal compliance, and then securely disposed of when they are no longer needed.

What information must be reported on ecm onbase document retention?

The information that must be reported includes document types, retention periods, responsible parties, and any legal or regulatory compliance requirements applicable to the documents in question.