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Questions tagged [records-management]

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

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23 views

I would like to store a SharePoint survey in a folder of a document library. How do I do this?

I would like to store a SharePoint survey in a folder of a document library. How do I do this? Whenever I create a survey it stays separate from my document library and cannot be dropped into a file ...
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0answers
41 views

Delete All Files in A SharePoint List

I would like to delete all documents in a SP List named RecordsDocument. Below is my current script: $web = Get-SPWeb "http://url.com" $Libraries = $web.Lists | where {$_.BaseType -eq "...
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0answers
7 views

Can't change to contributors undeclaring a record setting

I tried to change the Record declaration setting at the site collection level to 'All list contributors and administrators' under 'Undeclaring a records can be performed by' and I get a 'sorry you don'...
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0answers
15 views

How to get the items which are going to expire as per the compliance retention policy

Is there any way where we can get all the items which are going to expire(due to compliance retention policy) in 7 days from a site collection. I can see there is value expiration status in the ...
2
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1answer
51 views

Duplicates being created in SharePoint Record Centres

Just wondering if someone can point me in the right direction in relation to a problem I have been grappling with for about 12 months. We have a SharePoint 2010 system. We have set up numerous team ...
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75 views

Sp 2013 Records Management Trigger Error

After September 2018 Patch i have been receiving error in records management feature of sharepoint 2013. Below is the error, i looked everything couldn't find anything. Have you guys came across such ...
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1answer
47 views

Delete the document in the document library automatically based on the date sharepoint

we have requirement to Delete the document in the document library automatically based on the specific date in sharepoint How this can be achieved using OOTB Features? I know this will be possible ...
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1answer
19 views

How to freez documents

One of the reason SharePoint can not be used as a "real" archive, is the lack of methodes to freez or make the document permanent and not editable (and possibaly saved to PDA/A format in the process) ...
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0answers
117 views

upload to drop off library using CSOM documents not routing

Using PowerShell and CSOM, I'm able to upload to the Drop Off Library but the document never route. Working with SP2016 on-prem. Manually uploaded documents route correctly. CSOM uploaded documents ...
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2answers
79 views

Document Center best practice

Is it generally best practice to have a single Document Center for a company, with various Document libraries for different areas of the company, or create multiple Document Centers, perhaps by ...
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1answer
846 views

Declare/Undeclare Record - which Permission is needed 1. 'Manage Lists' or 2. 'Edit Items'?

Which permission is required to Declare or Undeclare a Record? I am using In-Place Records Management. Is the Edit Items or Manage Lists permissions needed? OK, here are the details...Here is where ...
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3answers
173 views

Unable to delete Document Library

I am the Sharepoint Administrator, I have full control of the site collection and yet I am unable to delete a Document Library. In the Document Library settings the 'delete document library' text ...
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0answers
27 views

How to implement: Track an item through processes with a linked document?

I'm looking for the best way to implement a system in SharePoint to track processes during asset production which includes document management for the asset itself. Let me try to break down the ...
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1answer
352 views

SharePoint Multi-Stage Record Retention policy not working

I have multiple retention stages defined on a SharePoint list. The date field that is being referenced for the calculation has values that range from 1999 to 2017. The first stage is set to fire at ...
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1answer
27 views

Document Retention, Archving or Record Center Across Country Borders

Our organization is (or was) interested in the Records Center in SharePoint 2016. Our single farm will be in the USA however, we have offices in other countries who's laws require "Records" content ...
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2answers
1k views

How to check if a library column is a site column?

I have inherited ownership of a Sharepoint site by someone who left the company several months ago. I've been asked to reorganize the site (it's still a mess from when they migrated from 2007; the ...
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1answer
833 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
131 views

How to restore document from records center (not inplace!) in SharePoint 2013 server?

How to restore document from records center (not inplace!) in SharePoint 13 server?
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2answers
209 views

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 ...
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1answer
171 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 ...
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0answers
46 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 ...
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0answers
155 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 ...
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1answer
178 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,...
2
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1answer
27 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 ...
2
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1answer
33 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 ...
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1answer
109 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. ...
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1answer
512 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
123 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, ...
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2answers
537 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. ...
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1answer
511 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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2answers
21k 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
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2answers
544 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 ...
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2answers
134 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 ...
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1answer
645 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 ...
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2answers
632 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 ...
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2answers
658 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 ...
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1answer
504 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 ...
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1answer
686 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 ...
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1answer
549 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 ...
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3answers
516 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 ...
4
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1answer
1k 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 ...
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1answer
109 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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2answers
77 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/...
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0answers
62 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 ...
1
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1answer
297 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 ...
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1answer
78 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 ...
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1answer
388 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 ...
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1answer
156 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 ...
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1answer
248 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 ...
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1answer
565 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. ...