Identifier
Unique accession or box number that enables precise retrieval and prevents duplication across the archive management system.
A complete inventory clarifies what records exist, where they are stored, and their legal retention and access status; it reduces risk of loss, supports statutory compliance, and improves public service delivery.
County archivists, records managers, clerks, and preservation contractors usually prepare inventories to maintain official control of public records.
Unique accession or box number that enables precise retrieval and prevents duplication across the archive management system.
Concise series or item title reflecting official agency naming and commonly used terms for discoverability.
Inclusive start and end dates for the materials; essential for appraisal, restrictions, and statutory retention calculations.
Storage room, shelf, row, and box coordinates to allow immediate physical retrieval by staff or contractors.
Short statements about preservation needs, damage, or required conservation actions to prioritize resources.
Security or privacy flags and any statutory constraints affecting public release, with citation of governing law where applicable.
| Field | Configuration |
|---|---|
| Required Fields | Make County, Box ID, and Retention mandatory |
| Validation Rules | Use MM/DD/YYYY for dates; unique ID format |
| Approval Steps | Two-stage review: preparer and archivist |
| Export Options | CSV and PDF export for sharing |
Confirm platform support for required file formats, secure storage, and audit trails before eSubmission.
No universal deadline; county-specific
Scope-dependent; may require phased inventories
Follow state archive submission windows
Allow time for metadata validation
Plan internal QA before final sign-off
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial, no credit card | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
A county archivist catalogs 200 boxes of land records to prepare for transfer
A municipal historian uses the inventory to identify vital records relevant to a centennial project