Forum Discussion
Is it possible to declare records at folder level?
Hi, I have switched on "Record Declaration" in SharePoint Online. I would like to declare all documents as records in a folder and all folders below. is this possible? Thanks for your time, Ollie
Thanks Juan, Is there any documentation or literature on how to do this? Ollie
Ollie Please find the detail steps to do declare a folder as record.
First Activate In Place Records Management for your site collection
**This is done once for the whole site collection.
- Click on the settings gear and then on Site settings.
- Click on the link 'Site collection features' in the group Site Collection Administration.
- Activate In Place Records Management.
Second Define the restrictions (Optional we will use default)
- Define as per your need and again this is for whole site collection
Third Define restrictions for the library
- Open the library settings.
- Click on the link 'Record declaration settings' in the group Permissions and Management.
- Select "Always allow the manual declaration of records"
Fourth Mark Folder as record
- Select the folder you want to mark as record.
- Go to the top ribbon and selact "Declare Record"
Please let me know if this helps.
- Thanks for this. When I try that, I get the attached..
Ollie I'm not sure if you ever got this working, but did you switch from a Folder content type to a Document Set folder type?
