Completing a record - Alfresco Governance Services - 23.4 - 23.4 - Ready - Alfresco - external

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

Content added to the

File Plan must be set to complete before it is recognized as a record.

  1. Hover over an incomplete record in the File Plan and click Complete Record.
    Note: 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.

  2. 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.