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What is the Process for a Document becoming a Record?

WebCenter Content 12.2.1.4

When a document changes from being a document and becomes a record in Webcenter content. What is the process? Is that something manual? Does a user need to migrate the document from content management to to records management. It is it automated? For example a document's metadata value is set to "closed" and the system puts it in records mode for whatever configured retention period. 

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