Closing and Reopening a Record Folder

Record folders can be closed during their active life cycle, and they can be reopened until they are cut off. Closing a record folder prevents it, and its contained records, from any further modification. New records cannot be filed into closed record folders except by users granted the Close/Reopen Folder entry access right. This entry access right grants users the ability to close and reopen record folders, and file new records into closed record folders; however, closed record folders cannot be reopened after they have been cut off.

Note: Administrators can optionally configure the repository to allow modifications to annotations and metadata after cutoff, though page and electronic file information is always read-only once a record has been cut off.

Note: Deleting records removes them from the jurisdiction of Laserfiche records management. This means that, although you cannot modify closed records, you can delete them from Laserfiche if you have sufficient permissions (because this action removes them from Laserfiche entirely).

To close a record folder

  1. Select the record folder you want to close.
  2. From the Records drop-down menu, select Record Management Actions.
  3. In the Record Management Actions dialog box, select the Close option from the list on the left.
  4. Click Perform Close to close the record folder.
  5. Click Yes if asked to confirm your action.
  6. Click Done to close the Record Management Actions dialog box.
  1. Select the record folder you want to close.
  2. Select the More Actions button and point to Records Management.
  3. Select Close.

To reopen a record folder

  1. Select the closed record folder you want to reopen.
  2. From the Records drop-down menu, click Record Management Actions.
  3. In the Record Management Actions dialog box, select the Close option from the list on the left.
  4. Click Reopen to reopen the record folder.
  5. Click Yes when asked to confirm your action.
  6. Click Done to close the Record Management Actions dialog box.
  1. Select the record folder you want to reopen.
  2. Select the More Actions button and point to Records Management.
  3. Select Reopen.

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