Viewing document record associations

Use this feature to determine if a document has ever been declared a formal record. Each formal record declared against a particular document is called a formal record association. A document can be declared a formal record more than once if necessary.

To view formal record associations:

  1. Navigate to a document in the file plan under Cabinets.

  2. Right-click the document displayed in the content pane and click View > Formal Record Associations.

    The screen refreshes to display all of the formal records that contain the object in question.