Add a Record Declaration process

The records declaration process is used to find documents based on the specified criteria and declare them as records

1. On the Navigation menu, click Administration, then click Automation.
2. Click Processes.

3. Click Add.

   

4. Select Records Declaration from the list of process types, then click Create.

   

5. In the Automation Process Setup window, configure the process, then click OK. See Automation Process Setup for more information.
6. Configure the Find stencil in the Process Designer. See Configure the Find Stencil for a Records Declaration process for more information.
7. Configure the Summary E-mail stencil in the Process Designer. See Configure the Summary E-mail stencil for more information.

8. Click Save.