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1. Understand our Terminology – Listed here are definitions and additional information on some common RecordPoint terms that you will encounter during the various configuration steps.
2. Configure Security – Learn about how to configure permissions by adding users and groups to the default RecordPoint security groups to grant the appropriate permissions.
3. Rule Creation – RecordPoint automatically classifies incoming content via a rules-based engine. An item’s retention schedule and action is decided by the classification it receives, which is defined by RecordPoint rules. A few steps must be taken before rules can be created:
   1. Creating Creating outcomes and classification termsterm - RecordPoint Import Outcome template provides the ability to import outcomes and also create the business classification schema in the term store.
   2. Creating Rules and Patterns - Rules are actions used to evaluate content created from the Active Site and are created through associating patterns with outcomes. To begin building a rule set, select one or more outcomes from the list and associate or append patterns to these outcomes to define how content is evaluated and classified.
4. Aggregation Settings – RecordPoint allows for the aggregation of content from the Site Collection all the way to the lowest level folder. It’s important to have the aggregations settings configured for each site before records are submitted.
5. Configure Workflow – Before documents can be submitted to RecordPoint, the submission workflows must be configured in SharePoint. Workflows can be attached to a Content Type or List.
6. Manage Records – By this point, records should be submitting through to RecordPoint with a classification applied. Now they can be managed.  
   1. Triaging Records – This section covers how to manage unclassified records and related information.
   2. Disposing Records – This section covers the disposal process in RecordPoint once records have reached the end of their retention period.

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