About Declaring Records - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external

Use Records

Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

Declaring a document as a record changes the content type and associated data from a document to a record. Declaring an email as a record imports the email as a record with all of the required record properties.

You can declare records from the explorer grid or a viewer. You declare an email when you use Interact for Outlook. Declaration places the record in a file plan and associates a retention policy, record specific properties, keys, and additional data to the record. You can declare a document that contains multiple file types which become record pages. During declaration you can optionally associate specific metadata to each page, apply connections to other records, and associate access control markings. After you declare a document as a record, you can sort and view the item as a record, but no longer as a document.