I appreciate the patience and help on this forum.
Basically,
For the older tabs on my site, when i upload a document, it specifically asks for what retention series it needs to be catogerized under. (note the main heading under this tab is CORE DOCUMENTS)
However, if I upload a document on other tabs of the site, it does not ask me which retention series to relate too. note the main heading in this tab is SHARED DOCUMENTS
Problem is : I need to apply retention series to every uploaded document.How can I ensure that when I upload a document (regardless of what tab it is) it promts the user to choose a listed a retention series?
Thanks!!
Yesterday a user replied by saying :
So go to setting go to to > information management policy setting > then check Enable retention
for the shared document. or the document which u want to use this feature.
When I go to settings I dont see information management policy.
Please help with instructions on how I can get the user to specify which retention series a doc should have when uploading.
Thank you