Retention Hold

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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.