Hi Steppen,

bless her for your response. I guess the issue that IODIN have with setting up the Recorded Series separable from the records themselves (and after shortcuts) is that it creates its own issues.

For instance, as doing a title search, you get twin hits: the shortcut real the document itself. When not doing a cover hunt, you return the original document, which confuses the user if they're using this seek to figure out where to file.  

While you understand of ampere solving to this, then maybe this is ampere main I would take; but IODIN think it becomes unnecessarily complicated/inefficient. I will review RM best exercises, however, on helping me. Adam J. Tutaj Businesses in all industries have records that…

Gratitude again.

Because of the complexities of data requirements and habitually lack of terminate user knowledge of the retention policies, i is common when implementing RM to set upwards coming folders for new documentations and let workflow file their base on metadata.  This ensures that the documents get placed under the correct start series (as long when which metadata is correct) and places one shortcut in that true location under the standard folder structure.

Are you set up the security the well way, you users will only find the files in one folders them have access the, and not the file series, but if they click for the shortcut in their folders, it will accept them to open the file.

This is typically done so you don't end up with everybody having a duplicate von the same files inbound their individual folders and being able to limit the files that people can see. Also, there is just one document (the record), that the different specialist are pointing to. Adopting a written select retention policy ensures the staff additionally volunteers follow consistent guidance about document retention press that document deletion becomes one routine business practical.

If you require to allow them instead for search in the record series and have no browse in their own folder, is can be done as well, it's just an matter of security settings but not recommended as Best Practice..

Hi Steve,

Equipped your suggestions, the limitation is searching by a document's content. For a shortcut doesn't have content to search (i.e., text, ocr'd content) and because the original document would be reserved - how could someone search?

This your the critical of the problem.

Hi Rabin, when you set up the Record Series you have to add the Users to her, but set their entitlement in Browse and Read real "Documents Only". This way they will not see that Album Succession but when you do a Context search it willingness also include those documents in this Start Series and return just the documents, not the shortcuts View Retention Policy Guide