The process of storing, organizing, retrieving and archiving documents or other objects based on a pre-defined system.

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+50

Is there a way to route a record/policy to all employees to sign

I am looking into add a record library into my company's SharePoint site. The main use for this would be to store digital copies of records/forms/policies that employees are required to sign. I want ...
2
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1answer
802 views

Routing documents to specific folders with Metadata

I work for a local council and a particular content management system for Education Psychologists is no longer supported. We're considering using Sharepoint 2013 as an alternative. It was very easy ...
1
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1answer
29 views

Records Management CSOM API in SharePoint 2016

Does anyone know if with SharePoint 2016 (online) we finally get a CSOM interface to the records management functions?
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1answer
25 views
3
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1answer
851 views

Issue with Content Organizer Rule for Document Sets in SharePoint 2010

I have created a new custom content type for document sets in SharePoint 2010. This content type is published via a Content Syndication Hub. I have also created a Record Centre site on the same web ...
0
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1answer
23 views

Document set link stub - page cannot be found error

After successfully sending a Document Set to the record centre, I click on the link stub which is left behind and instead of taking me to the new location of the document set, Sharepoint shows me a ...
0
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0answers
18 views

Sending additonal data with document/form sent to the Records Center

I currently have a form that employees can fill out to request changes to ISO controlled documents, this form/form library is located under site A. I have been asked that after the requested ...
1
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0answers
33 views

SharePoint 2013 - eDiscovery and deduplication

Does anybody here have experience with using deduplication features for eDiscovery in SharePoint 2013? From what I can see there are some deduplication options when you run the Export process. How ...
0
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1answer
44 views

Looking for difficulties or limitations encountered using Records Center as a document management system

My company is currently considering various records management options. My leaning is that we should use SharePoint primarily as a front-end, while the bulk of data would be stored externally. However,...
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0answers
10 views

Making documents as Records and Approach for its Management

I am having a requirement to make the documents/items in my doc lib,lists as records after 8 months is reached[from the date of document creation] in my publishing site collection. But the issue is, I ...
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0answers
23 views

Declare folder content a record (SP Online)

A user wants a custom action to declare an entire folder (document set) as record. Our plan is to create a custom action for folders/document sets called "declare all as record" and trigger custom ...
2
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0answers
18 views

Is there a way to allow the public to view a document library?

I was wondering if there is a way, as a small business, to share your public records with the entire public, meaning that anyone can read/download them without logging in. More specifically I have an ...
0
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1answer
32 views

How to submitfile and select the the sendto location?

I have 2 webapplications. One of these 2 is the record center. I created a new "send to location" connection for both webapplications. These 2 connections are both referencing to the record center. ...
0
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1answer
60 views

How to set parameters of a webservice call clientside in js?

I try to execute a SP OOTB webservice method clientside. This method has some parameters like "fileToSubmit, Name, DisplayName, Value, Type, Other, recordRouting, sourceUrl, username ". How can I add ...
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0answers
83 views

How to use the OOTB SubmitFile ( _vti_bin/Officialfile.aspx) functionality cientside for multiple selected documents?

I have a custom action in the ribbon which execute a javascript function. Inside this javascript I can loop into all selected documents. I would like to implement the OOTB send file functionality ...
1
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0answers
58 views

How to send a file to RMA (Records Management Application) to some subfolder?

I am using the OOTB SharePoint RMA (Records Management Application) functionality. I would like to create some custom action which sends the selected documents to the Records Management Application, ...
1
vote
1answer
69 views

How to access Information Management Policy 'separate retention setting for records' from the object model

Part of my solution manages Information Policies. I'm trying to find out if it is possible to access a particular setting from the object model. On the Edit Policy page, you can specify a different ...
0
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0answers
8 views

Records Management Consequences When User Account Migrated

In SharePoint 2007, 2010 and 2013 when a user account/profile is migrated in what happens to Records that were associated or created by that account/profile? E.g. stsadm migrateuser and Move-SPUser ...
0
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0answers
30 views

Create Content Organizer rules using site title as a criteria

I am using record center, and I have created a few rules to route documents to different libraries in the records center based on metadata. What is the easiest way to identify the title of the ...
2
votes
2answers
110 views

Uploading a large volume of documents with metadata

I have a requirement to upload thousands of documents to SharePoint with metadata - probably using .csv that points to file location on a hard disk with the relevant metadata and destination library. ...
0
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1answer
218 views

Is there a way to know the source library of a record in record center

In a farm I have many site collections and I am sending documents from each site collection to a Library in Record Centre site collection. I have also enabled the Document ID Service. Now in a ...
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0answers
47 views

Issue in creating a Custom Expiration Policy

I am writing a custom expiration policy on document library and followed the approach given in this link and activated the library and list retention feature. The 2 timer jobs, responsible ran ...
1
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2answers
4k views

Max number of items in a sharepoint list?

I currently have 28679 records in my sharepoint list, what is the max size with attachments a list can hold as well has max number of records in a list. Thank you
2
votes
2answers
130 views

How to compare 2 libraries?

I have a situation with employee records. I have few libraries with active employees records. and I have 2 libraries that contain terminated employees records. The idea is when someone is terminated ...
2
votes
3answers
924 views

Most Efficient Way to Scan Large Volume of Records/Documents into SharePoint

What is the most efficient method you used to scan and upload large volume (> 10 TB) of records and documents into SharePoint? The things I am interested in are: Speed Ability to add metadata and ...
0
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2answers
103 views

Architecture question for record management

We are designing a contract management system in SharePoint 2013. The contracts are separated by departments and by locations. Users in a particular department/location should only have access to ...
0
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1answer
379 views

Is Records Management An Enterprise Feature?

How do I find out which features are Enterprise and which are standard? For example, is Records Management an enterprise feature requiring an Enterprise CAL? Also is a Document Center an ...
0
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2answers
284 views

Routing rule for all content types

We have about 50 content types. We want to create a routing rule that matches EVERY document. So, we've created a rule and added the alias "*". However, it doesn't work! It only works when we upload ...
1
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2answers
214 views

Sharepoint Standard View vs Datasheet View - Records showup

I have a weird problem. I have created 2 views, lets say ViewA and ViewB in a list with the same criteria. View A is a Standard View View B is a Datasheet View Strangely ViewA returns the records ...
11
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4answers
23k views

What's the difference between a document center and a records center?

I'm not clear on the differences between sharepoint's built-in templates for ECM. Document Center A site to centrally manage documents in your enterprise. Records Center This template creates a ...
0
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1answer
284 views

DocumentSet SendToOfficialFile returns Not Found

SharePoint 2013 Enterprise, Visual Studio 2013 Premium I have a requirement to re-open a record that has been moved to a records center. In our case, records consist of a custom DocumentSet based ...
1
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1answer
345 views

Move and Leave a link with routing documents

We have the next scenario in Office 365: We have configured Records Management to use Send To Connections with Move and Leave a Link. We have configured a set of rules that expect the user or admin ...
1
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1answer
39 views

SP13: Archiving Pages

I am working in SharePoint 2013 an I have been tasked to archiving some pages that are outdated, however, cannot be deleted (eDiscovery). The organization did not purchased the Records Management ...
1
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3answers
493 views

Best library to store and manage 36,000 contracts

I have a client who has over 36,000 documents that he would like to move to a SharePoint library. We have moved the 5,000 list view limit, but I am wondering if perhaps another library would fit ...
1
vote
1answer
69 views

Unable to Register Managed Account

When I followed http://msdn.microsoft.com/en-us/library/fp179923%28v=office.15%29 ,section Create an isolated app domain on your development computer step 5, I should create a new managerAccount. But ...
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0answers
657 views

Set Record Declaration Settings programmatically

I created a feature receiver whereby on activation will activate and set certain features and its properties. One of that feature is InPlaceRecords. Below is my code in the FeatureActivated method:- ...
0
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1answer
73 views

Error when updating the Record Routing list

I'm updating the Record Routing list to indicate that a new record type will be routed in certain document library. As per documentation, in step 6, I have to update the Aliases box to add the record ...
0
votes
2answers
57 views

Record Retention to File System

The goal is to archive records. But, in case these archived records need to be retrieved from tapes or backup systems, I want to have the ability to maintain at least some of the metadata by adding/...
1
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0answers
39 views

Record Center retention settings for declared records

I have a site that uses in place record management. We created a custom policy ColumnRetention that creates a record based on a value of a field. Now I want to archive all records to a seperate ...
8
votes
2answers
4k views

How to configure a SPD Workflow to start using an account different from the System Account

We have created a group of SPD workflows that are associated to different document libraries in a Record Center. The workflow themselves work great, but right now (after installing the latest CU [...
0
votes
1answer
92 views

What is the minimum permission level needed to manage the retention schedule of a folder?

Say I have a record library that has already been set up to have a retention source of "Library and Folders". Someone adds a folder. They use the context menu to view compliance details. In the ...
0
votes
1answer
1k views

Archive a document library after 30 days?

I am very new to this concept of archiving and record management. I have the following requirements: Create a document library when a new event is added. I can do this with an event receiver. The ...
0
votes
1answer
122 views

Sharepoint 2010 OfficialFileUrl is Always NULL

I am trying to Get the RecordCenterURL from Sharepoint2010, I have created Connection to Connect RecordCenter or DocumentRepository. I used this LINK When I try to Retrieve the OfficialFileUrl ...
0
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1answer
295 views

How to configure the behavior of SendToOfficialFile.aspx

I am currently troubleshooting an issue with missing content type metadata after using Send To to publish document stored in secure subsite to top site document library. The source document library ...
2
votes
2answers
3k views

Adding Document to a record library programmatically

I have a requirement, where I need to upload a document like invoice report to a record library programatic. I have used the same code as uploading document to a normal document library. Now the ...
2
votes
2answers
2k views

SharePoint Record Center not routing documents

We are working with a Record Center configured to route documents to different libraries depending on the associated content type. The rules are created without any particular customization. The only ...
0
votes
1answer
232 views

Supply default metadata to a drop off library upload form

I have created a custom page where I supply a search query string (k=Param:Value) that only have a results webpart (no search form). It is intended to be called from our CRM (Dynamics) in the form ...
0
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1answer
299 views

Expiration Timer Job only does half the job

I have been testing expiration policies on a library. I put in about 2 dozen documents and then run the expiration timer job in CA. What I notice is that only half of the documents get processed. ...
1
vote
1answer
416 views

How could this happen? Records declared without checked out user

I have a bunch of records that exist on my sharepoint site that have somehow become records without being checked out to a user.... Any idea how that could be possible? I was under the impression ...
2
votes
3answers
453 views

Is SharePoint's Record Management certified to any standard?

Is SharePoint's Record Management certified to any standard? Standards like the U.S. Department of Defense (DoD) 5015.02.