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Configure workflows for managing records

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Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2008-03-06

You can use a custom solution based on the Windows SharePoint Services 3.0 object model, such as a custom workflow, to send files and e-mail messages to the Records Center site from file and e-mail servers. Files and e-mail messages may based on Microsoft Office SharePoint Server 2007 or Exchange Server 2007. To do this, develop and install programs that have interfaces to the records management methods implemented in the Windows SharePoint Services 3.0 object model and then integrate those programs into your document or e-mail management processes. When you use a third-party application to submit records to the Records Center, use the Office SharePoint Server 2007 Web service to submit records to the Records Center.

You can use the Windows SharePoint Services 3.0 object model to create a custom workflow that copies files to the Records Center site. A workflow that sends files to the Records Center site can be integrated into your document management system as part of a workflow that guides a document through its life cycle. For document types that have a predictable life cycle, such as expense reports, you could implement a workflow that guides the document through its various stages. As a final step, the workflow could send a copy of the document to the Records Center site. The workflow could be triggered by the creation of a new document.

Task Requirements

To configure workflows for managing records, perform the following sequence of procedures:

  1. Install a custom workflow for managing records

  2. Activate a workflow for managing records

See Also

Concepts

Records management
Create a Records Center site
Create information management policies for records
Create content types for records
Create document libraries for retaining records
Manage Records Center permissions
Configure the Records Routing list