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There are two distinct components to any SharePoint and RecordPoint solution.

  1. The SharePoint side, where users contribute documents, is referred to as the Active Site.
  2. The RecordPoint side, where Records Management happens, is referred to as the RecordPoint Archive site.

The RecordPoint archive site consists of a number of key components. An understanding of each of these components and their relationship to each other is central to the effective set up and management of the overall system.

These components are:

  • Business Classification Scheme (Term Store)
  • Trigger Dates
  • Patterns
  • Outcomes
  • Rules