Categories, folders, and volumes typically close automatically
as a result of meeting a condition defined by their associated disposition
schedule, but you can also close them manually. When you create one
of these containers, it is open by default, and child entities can
be added to it. Closing a container starts its disposition process
and child entities can no longer be added.
Normally, you would not want to reopen a closed container,
but this is allowed so you can add records that were not available
at the time the container closed. For example, if a container closed
at the end of the year but a record for that year arrives later, you
can reopen the container to add the record and then close it again.
- You can retrieve records from closed or open containers.
- When an entity closes, all its child entities are automatically
closed.
- If you reopen an entity, its child entities are not automatically
reopened. To reopen a child entity, you must first open its parent
entities.
- To add a record to a reopened volume, you must explicitly select
that volume.
- Records administrators and records managers can close and reopen
record categories, record folders or volumes.
To manually close a container:
- Browse or search for categories, folders, or volumes that
you want to close.
- Select the checkboxes to the left of the names. You can
also right-click a single entity and use the menu instead.
- From the Multi-Select Actions menu,
select Close:

- From the Close Entities page, specify
the reason for closing the entity and click Close or
click Exit to leave the entity open.
- Click OK to confirm the message
on closing the entity. Entities that have been closed
are marked with the close icon.
To reopen an entity:
- Browse or search for a category, folder, or volume that you want
to reopen.
- Right-click the name and select Reopen:

- Click OK to confirm the message on reopening
the entity. Entities that have been closed and reopened are marked
with the reopen icon.