How RecMan Works

The way RecMan for Google Apps works is pretty simple. You follow these 5 steps:

1)     Create your classification scheme in RecMan. These will be shown as shared folders in Google Docs and Gmail.

2)     Create record retention policies for each document type.

3)    Give viewing and filing permissions to your users or groups to each level of the classification scheme.

4)     Define who is the official owner of the records.

5)     Apply a record retention policy to each level of the classification scheme.

After you have this set up, your users simply drag and drop their files and documents into the managed shared folder directory they see in Google Docs, or choose the right classification in the Gmail Gadget. Management policies are automatically applied so files can not be changed or deleted.

You can also apply holds to any of the documents and files stored in the RecMan shared folder tree that will prevent them from being destroyed at the normal end of their lifecycle.