This section of Arranging Director allows you to add or edit the file number, force a record to be current, publish or unpublish a record from the website, and post a record to your Facebook page.

Open a record and navigate to Record Management > File Management.

The page provides easy access to the record’s main settings:

File Number:

The system automatically creates a file number. This can be left as is or edited.

Current / Past:

All records are categorized according to the date of death. If, for example, a person’s memorial is held long after the date of death, the record can be forced to be current so it sits on your website as a current service. Once the memorial is over, it’s important to adjust this setting back to Automatic.

Publish to Web:

When the record is ready to publish to the Book of Memories, set to Yes.

Post Obituary to Facebook:

By selecting Yes in the drop down for Post to Facebook, the record will push over to your Facebook Page if your Facebook Connection is already set up.

← Record Management Create a Book of Memories Page →

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