Review and distribute

Retain and regenerate Closeout packages

Generate a new package whenever source records or scope changes.

Project TeamDesktop WebVerified July 24, 2026

Generate a new package whenever source records or scope changes.

Best for: Records administrators · Outcome: A traceable final handoff.

  • Keep prior generated entries as evidence of when packages were prepared.
  • Generate a new package after source changes; an existing ZIP does not update.
  • Use a narrower selection when producing a supplemental handoff.
  • Preserve the delivered ZIP and its delivery record in the organization's approved records system.

The Closeout page does not expose an archive or delete action for generated package entries. If an incorrect package was generated, leave it as historical context and generate a corrected one.

Back to Closeout Help