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SkyVault Enterprise 4.0.2 » Using SkyVault » Using Records Management » File Plan structure

Adding items to the File Plan

You can only add a record to a record folder.
  1. Navigate to the folder where the item(s) being uploaded will reside.
  2. Click File.

    The Filing Type dialog box displays.

  3. Indicate whether the item you are filing is an electronic record or a non-electronic record. Select one of the following:
    • Electronic, or
    • Non-electronic
  4. Proceed to the appropriate topic based on your choice: Filing an electronic record or Filing a non-electronic record.
  • Filing an electronic record Electronic records are files that are uploaded into the SkyVault Records Management repository.
  • Filing a non-electronic record Non-electronic records may be paper files or papers that can be stored in a physical location. The non-electronic record in SkyVault Records Management provides a record of the existence of the file and the details of where it is physically stored.
Parent topic: File Plan structure

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