You are viewing limited content. For full access, please sign in.

Question

Question

importing inactive boxes into l\aserfiche

asked on December 16, 2022

Hello 

I have created a form to import inactive boxes into laserfiche

 

Is there a workflow that I can use to make use the correct box information is filed in the correct record series folder and year

0 0

Replies

replied on December 19, 2022

It sounds like you should create a review location for the imported documents.  A user can then verify the metadata fields to ensure that they are correct, and then mark a field (probably a dropdown) with the status of reviewed.  When the status changes to reviewed a workflow can kick off to move the folder under the record series, complete the retention information, and execute the cutoff.

0 0
You are not allowed to follow up in this post.

Sign in to reply to this post.