Chapter 7. Filing Records

In the last chapter, we saw how to set up the File Plan for a Records Management system. In this chapter, we now turn to look at the many ways in which records can be filed into the plan.

In this chapter, we will describe:

• How to file both electronic and non-electronic records from within Share

• How to mount the File Plan as a drive that can be filed to directly from the desktop

• How to file from within an e-mail client

• How to bulk file large numbers of documents

At the end of this chapter, in a "How does it work?" section, we will look at Share internals to examine two different aspects of records filing: electronic file uploads and non-electronic record registrations.

The file upload process is streamlined by making use of the Flash upload control in the YUI library. We'll look at how this control works and see how it enables multi-file uploads from the browser to be as quick and easy as uploading a file from a thick client application.

The non-electronic record registration...