Each record has a default set of metadata. You have the option of adding additional
metadata fields specific to the record type. You can associate the record with a specific type
when you upload it to the File Plan or you can add the metadata after, which this task
describes.
- Navigate to an undeclared record in the File Plan.
-
Click Add Record Metadata in the actions list.
The Add Record Metadata dialog box lists the available record types. If you associated a record type when you uploaded the file, that type will not appear in this list.
-
Click the record type appropriate for the record.
You can select more than one record type. Select multiple types using the method appropriate for your operating system.
-
Click OK.
Some record metadata is mandatory. Before you can declare the record, you must edit the metadata to complete the mandatory fields.