Hi Allison,

Records Management can be super easy or super complex, it all depends on how complex your cutoff and retention policies are. 

A good starting point is to give this white paper a read through, that should point you in the right direction.

The key thing is to make sure you've got all your retention policies agreed before you start, and that you're on a version of Laserfiche which supports flexible records management (10.4.x or higher), as that will also make your life a lot easier.

Hope this helps!

Chris Douglas