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How to Create a File Plan in SharePoint 2013

Do you need to manage records in SharePoint? Join Jesse Wilkins in an AIIM 2014 pre-conference session on March 31 and learn how to manage records, ensure compliance, and prepare for civil litigation requests. Here's a brief preview of what you'll learn. Jesse Wilkins, CIP, CRM,...

Bryant Duhon's profile image

Blog Entry
How I Am Applying CIP Studying To Records Management

The intimidating thing about studying for the CIP is the new knowledge I am acquiring and hoping that even though I don't have those skills I'll still be able to apply them to the exam. That also excites me because I see how in future career opportunities I can apply that new knowledge...

Jeff Lewis's profile image

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The secret word this week is: Email

Once again this week we are hearing about email as a source of reference in a hearing and the problematic issue for organizations. I am of course referring to the current inquest into Goldman Sachs and the references made to internal emails between Goldman Sachs employees about how bad the...

Bob Larrivee's profile image

Blog Entry
File Plans Simplified

A file plan or classification scheme is a basic building block for successful ERM. The file plan is a category hierarchy, usually presented conceptually as nested folders. Place a record in the folder hierarchy – by way of workflow, metadata, auto classification or manual drag and drop ...

Julie Gable's profile image

Blog Entry
The paradox of the fileplan

I remember a workshop I ran for a client, five years ago. We had brought together a group of colleagues from across their organization. My client was looking to develop and implement a corporate fileplan to organize their records. I had been a records manager for a decade, but I was new to...

James Lappin's profile image