Creating a file

A file represents one set or collection of related information. A file is a logical grouping, not a physical one. The physical representation of the file includes its file parts and their content (Physical Documents/Objects). You can use files to gather all information about a data set in one location, whether it is held physically or electronically (virtually). A file has records, controls and security features such as disposal schedules.

A file can contain a number of file parts. Each file part in a file has a start and end date between which all of its content falls. The current file part is not assigned an end date until a new file part is created. When you create a new file part, the current file part is locked.

When you create files directly within repositories, physical locations, physical containers or archive boxes, the first file part is placed in the 'location'. If your repository is broken down into more specific locations then you should put your files/file parts into these locations.

You can create:

A file request is typically sent to a delegated records staff member who processes the request, performing a quality check which helps to maintain the integrity of the content in Objective ECM. Once a file request is created, a new file is added to the location and the records staff member(s) is notified of the file request. Content can be added to the file while you are waiting for the file request to be processed. The file will be identified with an icon while the records staff member is processing your request.