File as Record - Alfresco Governance Services - 23.4 - 23.4 - Ready - Alfresco - external

Alfresco Governance Services
Platform
Alfresco
Product
Alfresco Governance Services
Release
23.4
License

You can create records from files in non-Governance Services sites and select the destination folder where they will be filed as a record.

  1. In the Document Library of an Alfresco site find the file you want to declare as a record and file to a specific location.
  2. Hover over the file and click More then File as Record.
  3. Select where you want to file the record.
  4. Click Declare and File.

    The file is added to the chosen destination folder in your Governance Services site. It’s still visible in the original site, identified by the icon, but is locked and has a limited set of actions.

    Note:

    If the file is locked, you won’t see the File as Record action. A file that has been filed as a record can be deleted but the record remains in the File Plan.