Category Archives: Records Management

Making Documents Unique – Part 2

How to Implement Document IDs As mentioned previously, the Document ID Service is set at the Site Collection level so once you are in a site, you need to go to Site Actions and then click on Site Settings. Click … Continue reading

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Designing SharePoint 2010 Workflows with Microsoft Visio

One of the great new features of SharePoint 2010 is the ability to open up the whole workflow design experience to business users. Many users are familiar with using Microsoft Visio these days and it has become almost a standard … Continue reading

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Using Content Organizer

We willl now look at the Content Organizer which allows us to define a set of rules for moving documents from the Drop Off Library to a more permanent location within the Records Centre.  Note that the Content Organizer can also … Continue reading

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Enabling Send To for your Records Centre

In the previous post we created a new Records Centre site.  What we need to do now is to enable usersto send documents to it from other sites and other site collections.  To do this we need to set up … Continue reading

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The Records Centre

The Records Center is a specially configured site for working with documents and records. Let’s go ahead and create a new Record Centre subsite. Click on Site Actions – New Site Under Categories click Content In the right hand pane … Continue reading

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