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Create a new content type for records

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Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2008-02-15

Create a new content type for records when you want to define the attributes of a list item, a document, or a folder that will be stored in the Records Center. Each content type can specify:

  • Properties to associate with items of its type.

  • Workflows that can be launched from items of its type.

  • Information management policies to associate with items of its type.

  • Document templates (for document content types).

  • Document conversions to make available (for document content types).

  • Custom features.

You can associate a content type with a document library. When you do this, you are specifying that the list or library can contain records of that content type.

Important

Membership in the Owners group for the Records Center site is the minimum required to complete this procedure.

To Create a new content type for records

Use this procedure to create a new content type for records.

Create a new content type for records

  1. On the Site Actions menu of the home page of the Records Center site collection, click Site Settings.

  2. On the Site Settings page, in the Galleries section, click Site content types.

  3. On the Site Content Type Gallery page, click Create.

  4. On the New Site Content Type page, in the Name and Description boxes, type a name and, optionally, a description for the new site content type.

  5. In the Select parent content type from list, select the group on which you want to base this new content type.

    Note

    Electronic records should derive from Document Content Types, or derive from something that derives from Document Content Types.

  6. In the Parent Content Type list, select the parent content type that you want to base your content type on.

  7. In the Group section, choose whether to store this new site content type in an existing group or a new group.

  8. Click OK.

See Also

Concepts

Create content types for records
Create a site column for records
Add a column to a content type for records
Add an information management policy to a content type
Add a workflow to a content type for records