Open the Declare as a Record dialog box - Use Records - Foundation 24.1 - Foundation 24.1 - Ready - Perceptive Content - external - Perceptive-Content/Use-Records/Foundation-24.1/Use-Records/Use-Declare/Declare/Declare-a-document-as-a-record-overview/Open-the-Declare-as-a-Record-dialog-box - 2024-04-02 - In the Declare as a Record dialog box, you associate all data required to create a record. Complete the following steps to open the Declare as a Record dialog box.

Use Records
Platform
Perceptive Content
Product
Use Records
Release
Foundation 24.1
License

In the Declare as a Record dialog box, you associate all data required to create a record. Complete the following steps to open the Declare as a Record dialog box.

To open the Declare as a Record dialog box, perform one of the following steps.
Situation Steps
To open the dialog box from a viewer
  • View a document.
  • In the Actions pane, click Declare as a Record.
To open the dialog box from the grid
  • Select the document in the grid, and in the Explorer toolbar, click the Declare as a Record button.