Registering Documents

When you register a document, a record card and a registration number are created for it.

To be able to register documents in ELMA, the administrator has to:

create and configure the required record card types in ELMA Designer. By default, there are four types in ELMA: Incoming, Outgoing, Internal and Contracts;
create, configure and publish the records classification scheme of the company in ELMA Web Application;
configure records pages in Web Application

To register a document, the user has to have the following permissions:

Users with access to registering documents can use the following buttons:

Register button in the top menu of the main page (fig. 1).

Fig. 1. Register button in the top menu of the main page
Register button in the Records Management folder (fig. 2).

Fig. 2. Register button in the Records Management folder
Register button in the Action button menu on the document page (fig. 3).

Fig. 3. Actions - Register button on the document page

There are several ways to register a document in ELMA:

When you register a document:

it gets a registration number;
the document's record card is created;
the Record Card Attributes section is added to the General Information tab of the document page;
the Registered section is added to the General Information tab of the document page.
a link to this document is added to the folder of the respective docflow and to the Registration Log in the Records Management section;

An example of a registered document page is in fig. 4.

Fig. 4. Registered document page