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Declaring a record

A content item isn't automatically considered to be a record. An uploaded item is considered to be part of the Records Management system only after it has been declared as a record.
  1. Navigate to an undeclared record in the File Plan.

    Undeclared records are easily identified by the Undeclared Record label.

  2. Click Declare as Record in the actions list.

    Records have mandatory metadata that you must complete. A message lets you know if required metadata is missing.

After the record is declared, it is under the control of the record category and security restrictions apply.
Note: A record can be filed in multiple categories.