When you declare a record, you can assign access control markings to the record. You can only assign access control markings contained in picklists applied to the record type. Use this process to enable instant security when you create the record. To assign access control markings when you declare a record, complete the following steps.
Complete these steps after populating every required
field in the Declare as a Record dialog box
on the Record tab.
- In the Declare as a Record dialog box, click the Access Control Markings tab.
- In the list, double-click every access control marking you want to assign to the new record.
A check icon appears next to each
assigned access control marking.