You are here

Declaring a file as a record

You can create records from files in non-Records Management sites and add them straight into the File Plan.
  1. In the Document Library of an Alfresco site find the file you want to declare as a record.
  2. Hover over the file and click More then Declare as Record.

    The file is added to the Unfiled Records area, in the explorer panel of your Records Management site. It's still visible in its original site, identified by the Easy access record icon, but is locked and with a limited set of actions available.

    Note: You can't declare a record if your permission level for the site is Consumer, or if the file is locked.

    A file that has been declared as a record can be deleted. The records remain in the File Plan.

This record can now be filed in the File Plan. You can find it in the Unfiled Records area in the File Plan explorer panel. New records display in the File Plan as incomplete records. You need to make sure any required metadata is added before you can set records to complete.
Note: You can also set up folder rules in a non-Records Management site so the files can be automatically declared as records. For example, you could create a rule that when a file is tagged as "Confirmed", then a record will be created of that file and added to the Records Management site.

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.