SharePoint 2010 – Send to Records Center / Centre

SharePoint 2010 includes the option to send a document from the site where it was stored to the Records Center (Records Centre in Australia), and other locations. The option is set at the Central Administration Web site under General Applications - Configure Send to Connections. See http://technet.microsoft.com/en-us/library/ee424395(v=office.14).aspx for the details of how to configure this …

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Document Audit Trails in SharePoint 2010

Part 2 of ISO 16175 ('Principles and functional requirements for records in electronic office environments') includes a section (5.4.7) on records management process metadata. This section contains 13 mandatory requirements including: To create unalterable metadata of records management actions on records, aggregations of records, or the classification scheme. To track events without manual intervention. To …

Applying recordkeeping policies to email – Microsoft Messaging Records Management (MRM)

The problem The problem of managing emails as records is summed up in the following statements: “Many organizations have yet to define an email retention policy. More than one‐quarter of organizations have not yet established any sort of email retention policy despite the fact that there are a growing body of statutory requirements and legal obligations …