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Question

Importing retention schedule

Laserfiche Records Management
Updated December 10, 2014
asked on December 10, 2014

I was wondering if it is possible to import a retention schedule in records management.  If I have all the dates and times already listed in another file is there any way to just import that data and have it populate the fields instead of having to manually type in each specified piece of information into records management template/fields.

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replied on December 10, 2014
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replied on December 10, 2014 • Show version history

Hi Kyle, can you provide more information about how your records structure is setup and what you're trying to achieve?

The Records Series Setup Utility is useful for setting up records series and assigning records management rules (like retention schedules), but it sounds like you're applying retention rules to a preexisting setup?

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