Declaring a document as a record changes the content type and associated data from a document to a record. You can declare a document as a record from a viewer or the grid. To declare a document as a record, complete the following steps.
When declaring a document as a record, you must
place the record in a record folder or a record category of a file
plan hierarchy.
- Open the Declare as a Record dialog box.
- Complete Application Plan and Location sections.
- Complete Properties, Custom Properties, and Record Properties sections.
- Optional. Mark a record for connection.
- Optional. Add page-level metadata to a record.
- Optional. Assign access control markings when declaring a record.
- Optional. Associate a Physical File Reference to your record.
- Click OK.