You can declare single or multiple items (documents or emails) as records. An item that is a record can no longer be edited or deleted, except by an administrator. 

To declare item(s) as a record: 

1. Select your preferred item(s) from one of the following views:

   • Document folder

   • Saved search folder

   • Document or Email search results

   • Recent Documents

   • Recently filed emails

   • Emails filed by me 

2. Select:

   • More Actions and then select Declare As Record from the context menu.
     Or

   • Declare As Record from the multi-select toolbar.
     The Declare as Record dialog appears.
     

     Figure: Declare a record dialog

     

     You can reverse this decision and un-declare a record for a specific period of time. For more information, refer to Undeclaring a Record. 

3. Select Declare Files as Record to declare the item(s) as records.
   A progress dialog appears.
   

   Figure: Progress dialog

   

   
   After you’ve declared an item as a record:

   • The Record :record: icon appears next to that document.

   • The action is recorded in the document’s history. 

   • You can use the Open command to open the declared document in its native application, make changes, and subsequently save it back to the iManage Work library as a new document or a new version of the original document.