Records Management Help/Guide

FileBound Online Records Management Help

Download Records Management Guide

Records Management rights

The Compliance Details dialog box is available to all FileBound users; however, some functionalities of Records Management are specific to certain users based on Records Management Rights assigned by an Administrator. The follow table describes the usage rights for all users. See User settings - Security tab for more information about assigning Records Management rights to users.

Functionality Record Administrator Record Manager Legal Hold Manager No Records Management Rights
View Compliance Details dialog box
Apply  or remove hold on record(s)
Declare or un-declare record(s)
Approve or dismiss disposition of record(s) and create records series

Record Management Reports

Record Management reports provide information that can be used to monitor activities related to records. The following System Reports are available in FileBound:

Legal Holds Report

Record Declaration Report

Record Destruction Report

Disposition Approval Report