Declaring/undeclaring a document as record

You can declare a document to be a record so that it can no longer be edited or deleted, except by an administrator. When you declare or undeclare a document as a record, the action is recorded in the document’s history.

To declare a document as a record:

1. Right-click the document in the Work Panel and select More Actions > Declare as Record. Alternatively, select and then select More Actions > Declare as Record.
   A message asking you to confirm the operation appears. This operation can be rolled back within a specific period of time configured by your iManage Work Administrator.

2. Select Yes to declare the document as a record. The icon is displayed before the document name. iManage Work Desktop for Windows also overlays the same icon on the document icon in the Backstage view in Microsoft Office to help identify documents that are declared as records at a glance.

You can undeclare a document that is declared as a record. Undeclaring a document restores it to its status prior to declaration, and you can change its profile information. However, you can undeclare a document only within a specific period of time from when the document was declared. This time period is configured by your iManage Work Administrator. After the expiration of this time period, you cannot undeclare a document.

To undeclare a document:

1. Select the document in the iManage Work panel.

2. Select and then More Actions > UnDeclare as Record.
   A message asking you to confirm the operation appears.

3. Select Yes to undeclare the document.
   When you have undeclared the document, the icon disappears.