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Record Card Draft

In ELMA, you can postpone registration while saving the current record card information by creating a record card draft.
Record card draft is a saved but not registered record card without a number.
Record card drafts are stored in the Drafts folder of the Records Management section (fig. 1).
Fig. 1. Records Management section. Drafts folder
You can open any draft and complete registration of the document.
To do so:
1. Open the record card draft in the Drafts folder of the Records Management section. The document page will open.
The General Information tab displays the Record Card Attributes section with the Draft status (fig. 2).
Fig. 2 Record Card Attributes unit
2. You can change the current record card parameters by clicking Change (fig. 3) (to change record card parameters you have to have permissions to edit record cards).
Fig. 3. Edit button
3. After making the changes, click Actions - Register in the top menu of the document page (fig. 4).
Fig. 4. Actions - Register button
4. A page for registering an existing document will open where you have to specify all the required data and complete the document registration by clicking Register (fig. 5).
Fig. 5. Document registration page
After completing registration, the document will be displayed in one of the filter folders of the Records Management section, according to the registration parameters.
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