4. New and Improved Improved New In Place Management Document Sets Document IDs Compliance Details File Plan Reporting Record Center Document Routing Retention Information Policies
27. Large, friendly upload button Shared drop off library for pending submissions Find documents immediately by Document ID List of record libraries List of records waiting for metadata requirements
38. Retention Recurrence Keep repeating the current stages action until the next stage is triggered Repeats every N (Days, Months, Years)
39. Real World Example Medical Procedure Document Needs to be approved every year After 10 years the procedure is no longer valid Kept for 5 years after expiration
A way to quickly create a set of new templated documents that are needed time and time again.Example: For project management you may haveProject planRequirements documentInstall notesTest plan
In place declarationAs shown in screen shotDeclare recordMakes file read onlyCan only undeclare based on securityCan select one or multiple filesSend to record centerOne file at a timeCan send entire document set in one actionCovered more in next slideRecords libraryFiles marked records immediately on uploadAutomatically using retentionAfter a period based on modified date, created date or custom formula
Declare bulk files as recordView compliance detailsLibrary settingsView record declaration settingsView policy settingsChange source to library/folderAdd retention stageCreate new document setView document idSend policy to record centerShow record centerManage record centerEdit existing content organizer ruleShow document id searchOther topics if we have timeSocial featuresInsightsOffline SupportIntegration with Office (i.e. How you can save/upload a word document straight to SharePoint)MetadataSearch (i.e. out of the box & FAST)