You are here

Completing a record

Content added to the File Plan must be set to complete before it is recognized as a record.
Hover over an incomplete record in the File Plan and click Complete Record.

Tip: Incomplete records are marked.

If a record has mandatory metadata that hasn't been completed then a message lets you know that required metadata is missing.

Once a record is completed, it comes under the control of the record category it is filed under, and security restrictions apply.
Note: A record can be filed in multiple categories, see Linking records for more details.

Sending feedback to the Alfresco documentation team

You don't appear to have JavaScript enabled in your browser. With JavaScript enabled, you can provide feedback to us using our simple form. Here are some instructions on how to enable JavaScript in your web browser.