Undeclared records

When a document is first filed into the File Plan, it is placed into a Folder of the plan and is assigned a unique record identifier and marked as an undeclared record.

When filing a document into the File Plan, it is also assigned a number of aspects that are specific to managing records, such as the rma:record aspect. These aspects bring along with them many records-specific properties.

However, since undeclared records, by definition, have not yet been declared, the disposition schedule of the Category that the record is filed under doesn't yet affect it. You might think that it's possible to upload a new version of file content for an undeclared record, much like you can for a standard document, but that isn't allowed.

Undeclared records can also potentially be blockers. In the case of a disposition schedule that is applied at the Folder level, if an undeclared record exists in a Folder with that disposition, the Folder's disposition steps will be blocked. For example...