System and method for in-place record content management

A method for in-place records management, the method comprising:

• storing, at a content management system, a plurality of content items and associated metadata;
• communicating with a records management system to receive record policies and a mapping of metadata fields between the content management system and the records management system, for use in categorizing content;
• receiving, from a client device, a request to store or access a particular content item of the plurality of content items stored at the content management system;
• retrieving, from the records management system, in response to the request to store or access the particular content item, data describing one or more record policy;
• and
• proactively applying the record policy to the particular content item, including:
• associating the particular content item stored or accessed at the content management system with a selected record policy;
• and
• update a metadata associated with the particular content item stored at the content management system, wherein the metadata includes one or more document identifier, to reflect the association of the particular content item with the selected record policy;
• wherein the metadata associated with the particular content item stored at the content management system is provided to the records management system, which thereafter controls access to the particular content item stored at the content management system.

A non-transitory computer-readable storage medium, including instructions stored therein which when read and executed by a computer including a processor, cause the processor to perform a method comprising:

• storing, at a content management system, a plurality of content items and associated metadata;
• communicating with a records management system to receive record policies and a mapping of metadata fields between the content management system and the records management system, for use in categorizing content;
• receiving, from a client device, a request to store or access a particular content item of the plurality of content items stored at the content management system;
• retrieving, from the records management system, in response to the request to store or access the particular content item, data describing one or more record policy;
• and
• proactively applying the record policy to the particular content item, including:
• associating the particular content item stored or accessed at the content management system with a selected record policy;
• and
• update a metadata associated with the particular content item stored at the content management system, wherein the metadata includes one or more document identifier, to reflect the association of the particular content item with the selected record policy;
• wherein the metadata associated with the particular content item stored at the content management system is provided to the records management system, which thereafter controls access to the particular content item stored at the content management system.