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Alfresco 3 Records Management by Dick Weisinger

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Creating the File Plan

Once the design for the File Plan is done, we are then ready to start implementing the plan within Alfresco.

Adding containers to the File Plan

Designing a good File Plan is really the hard part. Building out the structure within the Alfresco File Plan area is straightforward, but may take a bit of time if our plan has many folders. Let's walk through the steps on how to do that now.

Creating a Series

From the root level of the File Plan, we are able to create new Series. After navigating to the root, we will see the option for adding a New Series across the toolbar at the top left. Note that there are no other options available here for creating other types of containers like Categories or Folders, nor is there an option ...

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