See Records based on existing files (in-place records) for more.
- Declare file versions as records
- Move in-place records
- Improved add relationship process
- Improved record rejection process
- Unlink records
- RM Admin Tools
- Renamed capabilities
Declare file versions as recordsIn recent releases of Records Management we introduced the concept of in-place records, where you could take an existing file in a non-Records Management site and declare it as a record, automatically creating a corresponding record.
Move in-place recordsYou can now move files that have been declared as records to a different location in the document library, for example to a separate folder structure where you archive all files that have been declared as records. The record in the File Plan is entirely unaffected by movements to the originating file.
See Moving in-place records for more.back to top
Improved add relationship processIt's now a quick process to add relationships to records using the new Add Relationship action. You can see and manage any relationships a record has in the file preview screen, and relationships between different versions of an in-place record are created automatically.
See Creating relationships between records for more.
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Improved record rejection process
When an in-place record is rejected from the Records Management site, a warning that the record has been rejected is now displayed against the originating file, and the user can read the reason for rejection.
Once understood, the rejection warning can be removed from the file, allowing users to later resubmit the file as a record.
See Managing records for more.
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Unlink recordsPreviously in Records Management you could link records so as to file them in multiple locations in the File Plan. Now, you can unlink them as well.
See Linking records for more.back to top
RM Admin ToolsThe Records Management Console has been renamed to RM Admin Tools, for consistency with the Alfresco Admin Tools. back to top
Renamed capabilitiesIn the RM Admin Tools, we've renamed a couple of the capabilities to make them clearer.
- Manage Access Rights is now Manage Permissions
- Manage Access Controls is now Group and User Role Assignment
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