Transfer

Transfer is the process of moving records from the system to another location. It is a process that, once kicked off, actually includes a number of substeps.

Consider a records Category with the following disposition schedule. After cutoff, records in this Category are to be retained for two years, then transferred to a long-term storage facility, and then, ultimately destroyed:

Let's see what happens in the File Plan after the record is cut off and the retention period expires. At the end of the retention period, the following action labelled Transfer becomes available for the record:

When we click on the Transfer link, we initiate the steps for the transfer to start. After doing that, if PDF files were part of the transfer bundle, the first thing that is presented to the user is a pop-up dialog that asks to check that the PDF files in the transfer bundle include an embeddable font:

If fonts are not embedded within the PDF file, then when viewed, Adobe Acrobat or Reader will try...