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Getting Started With Records Management

Thu, Jun 12

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CDI Webinar

Join CDI to learn how to get started with Records Management in your organization.

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Time & Location

Jun 12, 2025, 1:00 PM – 2:00 PM CDT

CDI Webinar

About the event

Join CDI to learn how to get started with Records Management in your organization.

In this webinar you'll learn:


  • How to setup a new record series - beginning with building a retention schedule.

  • How to create cutoff instructions and events.

  • Explanation of the difference between traditional Transparent Records Management and the Modern In-Place Records Retention.

  • How to import DAN / Record Numbers.

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