I was discussing this some RM consultants they other day and wanted to put this out there to see if any others agreed.

A question they raised was how Laserfiche separates the Classification of documents (application of a Template) from the application of the Retention Schedule, where in their mines the two are tied together.

As I thought about this I wondered the same as Flexible Records Management (or RM in place) would tend to lead to this thinking. That as a user assigns a template, that a RM Cutoff/Retention would be associated to it and applied automatically.

I know someone is going to say that this can be done with workflow, but then you need to build and maintain those Workflows for every new Template built. Where the thought would be that as you define your Templates, there would be a tab similar to the Security tab to associate a RM Cutoff/Retention schedule to the template so each time a document is ingested/classified, the appropriate retention would be applied without operator intervention.

I'm just thinking this would be a far more elegant solution and overcomes many of the challenges with customers understanding the relationship with metadata assignment and RM