Identify records
Define which document groups are involved and what information is needed to locate them.
- Record types and approximate volumes
- Existing labels, categories or retention rules
Document Archiving SolutionsPlan how records should be stored, accessed and managed over time.
Make the records, access rules and retrieval needs clear before deciding how archiving should be arranged.
Define which document groups are involved and what information is needed to locate them.
Explain how records should be stored and who is permitted to access or request them.
Describe how records are requested, tracked and returned under the organization’s own rules.
The organization’s existing rules should guide any proposed archiving scope.
Open the enquiry outlineWhat documents and approximate quantities are involved?
Which access, handling or retention requirements apply?
Who needs records, how are requests made, and when are they typically needed?

Share the site, the work you have in mind and the constraints that matter. The enquiry outline is a preview and does not submit details.