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- From within the file you want to Finalise/Finalise Archive--> select the RecordPoint tab--> select Finalise file.
- This will Finalising/Finalising Archive the file and all records contained within that file.
Note: the type of finalise that will be applied will depend on the configuration in the general settings - Create an Information Management Policy with a retention policy. The Retention policy feature lets you define retention stages, with an action that happens at the end of each stage i.e. start a workflow (Finalise or Finalise Archive).
For more information on how to create and apply information management policies refer to Microsoft TechNet article.
Finalising Minor Versions
| Info |
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| By default, the 'Warning' option is set for the behaviour for the RecordPoint Finalise of minor versions. |
When submitting minor versons there are three options that can occur. They are:
- Publish drafts - When a draft exists the draft will be published to a major version.
- Revert drafts - When a draft exists the draft will be discarded and the last major version submitted.
- Warning - A warning notifying the user will appear and the finalisation will fail.
- In the Active Site
- Go to Site Settings→ General Settings
- For 'Set the RecordPoint Finalise behaviour for minor versions', select either:
- Publish drafts
- Revert drafts
- Warning
- Select Update
Restoring records and files that have been finalise and finalise archived
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