Assigning Document Disposal Actions

If your organization allows it, RM can assign disposal actions to individual documents. Before anyone can assign an action, your administrator must create a record-level disposal action.

To assign disposal instructions to a single document:

  1. Choose RM Actions > Assign Disposal Instructions from the document's Actions drop-down menu on a search results page.

  2. Click the lookup button at New Disposal Action on the Assign Disposal Instructions page.

  3. Select the lookup value from the list of record-level disposal actions, then click OK.

  4. Enter a new disposal authority, if required by your organization.

    Click the lookup button to view a list of all available authorities, select the lookup value, then click OK.

  5. Click Save to apply the new instructions to the document.

To assign disposal instructions to multiple documents:

  1. Click the check boxes for the documents on a search results page.

  2. Select Assign Disposal Instructions from the RM Actions drop-down menu.

  3. Select the documents at the Assign Disposal Instructions page.

  4. Click the lookup button at New Disposal Action.

  5. Select the lookup value from the list of record-level disposal actions, then click OK.

  6. Enter a new disposal authority, if required by your organization.

    Click the lookup button to view a list of all available authorities, select the lookup value, then click OK.

  7. Click Save to apply the new instructions to the documents.

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