To declare a Lotus® Notes® message or attached document as a record, the message or attached document must belong to an item type that has been enabled by Content Manager Records Enabler. This item type is referred to as an eRecords-enabled item type.
Content Manager Records Enabler support includes the auto-capturing of Lotus Notes document/e-mail information such as the author, subject, addressees, sent or received dates; and saves it in the declared record.
To declare Lotus Notes documents or e-mail messages:| Option | Description |
|---|---|
| Declaring records in a Folder or View window | With Content Manager Records Enabler support implemented at the Lotus Notes client application level, all Lotus Notes applications have access to a new Actions item sequence () in a Folder or View window. Alternatively, you can select an e-mail message and click the button sequence from the smart icon bar. |
| Declaring records in a Document window | With Content Manager Records Enabler support embedded in a Lotus Notes database design template, an Action button sequence () is available on the smart icon bar in a Document window. Alternatively, you can select an e-mail message and click the button sequence from the smart icon bar. |
