Alfresco Records Management:  Declare an in-place record

Alfresco Records Management: Declare an in-place record

August 13, 2019 1 By Kailee Schamberger


You can create records from non-Records Management sites and add them straight into the File Plan. In the Document Library of an Alfresco site find the file you want to declare as a record. Hover over the item and click More, then Declare as record. An icon shows that the file has been declared as a record. It now has a limited set of actions available and is locked so it can’t be edited. You can’t declare a record if you permission level for the site is consumer, or if the file is locked or synced with an Alfresco in the cloud site. The file is added to the Unfiled Records folder in the explorer panel of you Records Management site. You can now go and file the record in your File Plan.