Retention Hold

<< Click to Display Table of Contents >>

You are here:  Administration > Documents >

Retention Hold

RetentionHold64

 

Certain documents may need to be placed on a "hold" for a variety of reasons, including audits and lawsuits. There is Document Retention Hold feature in Sage Paperless Construction.

When a retention hold is placed on a document, the status is set to “read-only” and the document cannot be altered or deleted from Sage Paperless Construction until the retention hold is released.

 

• Click here to read about adding retention holds.

• Click here to read about removing retention holds.