To change an unrelated Active Workroom to a Records Workroom.
- Workroom Administrators open Workroom by clicking on workroom.
- Select the Settings Tab and under PERMISSION SETTINGS>RECORDS WORKROOM the default is "Not a Records Workroom"
- Switch the toggle and a confirmation message will appear.
- Click Confirm button
- Pop-up will appear on the bottom left-hand side once workroom is converted to a Record.
- The workroom is now a Records-type workroom and includes the Related tab.