Records Management

Records management features in Laserfiche allow you to process records and record folders according to a life cycle, through creation, retrieval, storage, and disposition. Records managers can define file plans and configure retention rules specific to their organization, and then view properties and status information for individual records and record folders in the new Records tab of the Metadata Pane. You can access this information in the Folder Browser or when viewing a record in the Document Viewer. The life-cycle timeline displays the record's history and disposition eligibility, and eligible actions such as cutoff, transfer, accession, and destruction can be performed directly on the timeline. Records managers can quickly generate reports of records currently eligible for cutoff, disposition, and vital record review through the Records Management quick access list. Disposition actions can then be performed directly from the report.

Free Training: Records Management in Laserfiche Certification Series and Getting Started with Records Management in Laserfiche guide in Aspire.

Life Cycle Concept

The concept of a record life cycle and the idea that the use of a record may change over time, through creation, retrieval, storage, and disposition.

Records Management Architecture

The organization of records into folders and series that determine retention requirements and life cycle stage.

Records Management Administration

Creating record management definitions such as retention schedules, cycle definitions, and cutoff instructions, and managing record security.

Creating Record Series, Record Folders, and Records

Creating and configuring your record series and record folders, and storing records.

Locating and Viewing Records Management Information

Finding records at various stages of their life cycle using searches and quick access views, and viewing information about records, record folders, and record series.

Performing Records Management Actions

Performing actions on record folders and records such as cutoff, freezing, transfers, and final disposition.