Creating a Registration Office

You can create registration offices when configuring a records classification scheme.

Registration office is the largest element of the records classification scheme, which corresponds to the company's divisions, which have independent document management.

To create a records classification scheme, you have to add registration offices in Administration – Document Management – Registration Offices by clicking Create Office (fig. 1).

Fig. 1. Registration Offices section. Create Office button

When you click Create Office, the Registration Office dialog box opens, where you have to enter the name of the registration office (fig. 2)

Fig. 2. Creating a registration office

Click Save to create the registration office.

There are two ways to assign permissions to edit document in a certain registration office:

1. Click on the key icon next to the registration office name (fig. 3).

Fig. 3. Assigning access to register documents

2. Select the required registration office in Administration – Document Management – Registration Offices (fig. 4), open the Access tab (fig. 5) and assign the required permissions (fig. 6).

Fig. 4. Administration - Document Management - Registration Offices

Fig. 5. Registration office. Access tab

Fig. 6. Assigning access