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Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
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| - | - | Order of precedence for combined searches is from top down. For more information see Search by Record, File or Box Using Properties and Advanced Search. |
New Feature: Support for Office 365 Group files and Microsoft Teams
RecordPoint supports record management of all content shared in Office 365 Groups & through Microsoft Teams.
Deployment User Impacts
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- RecordPoint custom actions (Finalise, Record Summary, Flag for Move etc) are not available from the Teams experience
- 'Copy To' from Teams or from the SharePoint Online "modern" document library experience will only submit the copy to RecordPoint after it is modified.
- 'Move To' is not supported by RecordPoint without the use of the 'Flag for Move' action.
New Feature: Copy a non-electronic record, file or box from an existing item
RecordPoint now supports the ability to create a new non-electronic item based on an existing item of the same type. To utilize this feature a new command, 'Copy Item', is available in the Non-Electronic section of the RecordPoint ribbon. This is only available when a single record, file or box is selected, and copies all information from the existing record into the New Item form.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
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| - | - | For more information refer to article Copy a Non Electronic Record, File or Box. |
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Known issue: in SharePoint 2016 on-premises, when viewing a discussion thread in the 'Management' view, the RecordPoint context menu actions (eg: Record Summary, Finalize/Restore) are not available.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
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| - | - | The lowest level aggregation for discussion boards is at the board level, independent of the RecordPoint aggregation setting. For more information refer to article SharePoint Discussions. |
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Enabling this feature means that all Active Site Collections will have disposed stubs removed.
Deployment User Impacts
Configurations required by System Administrator | Settings to be reviewed by Records Administrator | Additional Notes |
|---|---|---|
| This setting will be set to "Disabled" by default. If this setting is currently Enabled in the Active Site configuration, it will need to be re-enabled in the RecordPoint Site after upgrade. | For more information refer to article Removal of Stubs for Disposed Records. |
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