Configure workflows for transporting records

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Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2008-03-25

Although site users can manually send records to a Records Center site, it is often necessary to follow an approved business process before an item can become a record. For example, a document may need to go through an approval process before it can be submitted to the Records Center. In Office SharePoint Server 2007, you can configure workflows to accommodate these business processes.

Task Requirements

To configure workflows for transporting records, perform the following procedures in the order listed:

  1. Install a custom workflow for transporting records

  2. Activate a workflow for transporting records

See Also

Concepts

Configuring an active document site for records management
Prepare a server farm to send records to a Records Center site
Create content types for active documents