Set Declare Records

If your template is being created for documents that should be declared as records, you can specify the declare record behavior and a declare record entry template. The Author Record Entry Template Access site preference determines which users see this step.

To specify declare record settings

  1. Click Browse/Search for Declare Record Template if you want to place the declaration process under the control of an entry template.
    1. Select the object store that has the entry template.
    2. Navigate to the declare as record entry template and click Select beneath its name.
  2. Specify how the record declaration option is available to the user, as follows: