Content Manager 25.1 Content Manager

# System Options Record page

On the Administration tab, click System Options - Record page.

- Cascade additional fields values from parent classification, client or matter when creating new Records - allow an administrator to specify that user-defined field values should be copied from the matter to the sub-folder when creating a new sub-folder. This also applies when creating a new matter of a client and a new record under a classification. See Working with client and matter records.
- Ignore chronological discrepancies when checking dates against record date created - suppresses date comparisons between Date Registered, Date Created, Date Closed, Last Action Date and Retention Review Date fields when records are created or modified.

  This can be useful when records are imported from a legacy system where the original Date Created and Date Closed occur before the check in date in Content Manager, for example.

- Always check spelling when editing record titles and notes - insists that users check spelling of any modifications to record title, notes and text Additional Fields.

  When this option is not selected, then performing a spelling check is optional for users.

- Save transparent redactions as a rendition on the original record - selected by default.

  Sets Content Manager to automatically save a rendition of the redaction attached to the original record.

  NOTE: The transparent rendition displays what is in the areas of the document that were redacted.

NOTE:
- This option should not be enabled if using Content Manager with the SharePoint integration.
- When creating an Alternate Container for a record, the testing of the Can Contribute Contents permission for the folder is only done when you have the "Apply standard containment rules when adding records to an alternate container" system option enabled.

- Minimum thesaurus terms when titling records - when selected, this option sets the minimum number of Thesaurus terms that users must attach to a record title when creating the record.

  The default setting for this option is 1. The allowed range is from 1 to 8.

- Round up request times to the next half or full hour - select this option to round up the request time to the next half hour, e.g. 3:30pm, or full hour, e.g. 4:00pm.
  If this option is not selected the request time will be the time the user sets.
- Only permit a single request on a record at any given time - select this option to allow only a single request on a record at any one time.
- Update the record number when the classification is changed - select this option to update the record number when a record's classification is changed.

NOTE: If a record's title was modified prior to this option being enabled, the record's number will not match the "Full Classification Number" so if the record's title is modified again AFTER this option is enabled the record number will still not update to match it's new Classification's number. To workaround this, before changing the Classification, manually update the record number to match the "Full Classification Number" and then change the Classification title, this will ensure the record's number is updated appropriately.

NOTE: When this option is selected, when moving Classifications from one to another, the option Update the record number of all records attached is mandatory.

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Version 25.1 | Last updated January 2025
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Product: Content Manager 25.1

Topic Title: System Options Record page