The
Records Center is intended to serve as a central repository in which an
organization can store and manage all of its records. The Records Center
supports the entire records management process, from records collection through
records management to records disposition.
When we are implementing Document Management within our organization, and we have thousands of documents to maintain within a library whereas many of them are historic, and we do not use them very often, it makes sense to keep them separate and not clog your library with huge number of items. Hence, SharePoint gives us the flexibility for document retention using Record center. We can create record center and send our documents to it once they are approved and are in their final version. Sending to Record center can be of three types mainly:
Steps to implement Document Management through Record center:
When we are implementing Document Management within our organization, and we have thousands of documents to maintain within a library whereas many of them are historic, and we do not use them very often, it makes sense to keep them separate and not clog your library with huge number of items. Hence, SharePoint gives us the flexibility for document retention using Record center. We can create record center and send our documents to it once they are approved and are in their final version. Sending to Record center can be of three types mainly:
- Copy the document to Record Center
- Move the document to Record Center
- Move to the document to Record Center and Leave a link
Steps to implement Document Management through Record center:
- Create Record Center
- Create Send To Connection for your web application
- Setting Content Organizer Rules within Record Center
- Finally, sending the actual document
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