Ann,
It sounds like you may want to look into content types a little deeper.
For instance if you have a content type of purchase order, the document
will automatically inherent the prescribed retention from that content
type and can kick off a work flow once the life cycle of the document has
concluded. Content types can also function through multiple stages, so it
can move a document to the record center automatically after some period
of time has passed if you choose to utilize them in that manner.
Josh Hargrafen
Business Process Analyst / Records Management
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