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Microsoft Office SharePoint Server (MOSS)
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Manually send a document to the Records Center
 

In Microsoft Office SharePoint Server 2007, a Records Center site is intended to serve as a central repository where an organization can store and manage all of its records. There are two different ways in which an organization can arrange for content to be submitted to a Records Center site:

  • Develop custom solutions that automatically route the content into a Records Center site via a Web service or e-mail.
  • Configure a connection between an Office SharePoint Server 2007 site and a Records Center site, so that individual users can manually submit documents to the Records Center site.

If your organization has configured a connection between a Records Center site and the Office SharePoint Server 2007 site that you use for document creation and collaboration in Central Administration, you may be able to submit documents that should be stored as official business records to the Records Center site. The content type for the document that you want to send to the Records Center must match a record type stored on the Records Center site. For example, if your organization retains copies of contracts as official business records on a Records Center site, you may be able to send documents that belong to a contract content type to the Records Center.

  1. Open the library that contains the document that you want to send to a Records Center site.
  2. Point to the document that you want to send, click the arrow that appears, point to Send To, and then click either Records Center or the name that your organization has given its Records Center site.
  3. If there are missing properties for the document that you are sending to the Records Center, on the Missing Properties page, enter the information that is required for any missing properties.
  4. Click OK.
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