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Question

Question

How to Create New Record Folder

asked on March 7, 2019

Our VAR (Ricoh Canada) never showed us how to create a new record folder in the records section of our repository. They built a workflow where documents in our workspace, when marked as final, will automatically move to the corresponding folder in the records centre for retention, but will create a shortcut back to the original location in the workspace. Now, when I create a new folder in the workspace, of course, there is no corresponding location in the records centre so when I add a document and mark it as final, the document doesn't move and no retention applies.

How do I create a new record folder with applicable retention in the record centre? See attached screenshot for better context.

Create New Record Folder Error.png
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Answer

SELECTED ANSWER
replied on March 7, 2019

Hi Emily,

 

I might be wrong, but it looks like you can only create another record series at this level (see the error message). To do this, you should go to the parent record series folder, right-click > New Folder:

 

Then fill out the missing information:

and click OK. This will add a new record series folder. Inside a record series folder you can create record folders only or records series folders only, but not both. Hope this helps.

 

Olga.

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replied on March 7, 2019

That did it! Now I just need to ask our VAR about the workflow linkage to make sure the documents move when marked as final.

Thanks Olga!

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replied on March 7, 2019

You are welcome! :)

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Replies

replied on December 27, 2019

I am not getting the option to add a Record Series.  When I select New Folder, I get the same error message (could not create a new entry) as Emily above.  I have tried from different parent levels, and it is all the same.  No option to create a record series, and when I choose folder I get the message above..  I need to make another record series but am unable to, and even a new folder is not allowed.

Any help would be great.

Thanks,

Christine

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replied on December 27, 2019

I was able to create one by clicking on the parent folder (to highlight it) in Laserfiche, then going to "Records" and "Create Record Series".

Record Series.gif
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