You are here

Filing an electronic record

Electronic records are files that are uploaded into the SkyVault Records Management repository.
This task assumes that you are in a record folder and you have chosen to upload an electronic record. The Upload File(s) dialog box displays.
  1. In the Choose Record Type section, you can select the record type.

    Record type Description
    Web Record A web page
    Scanned Record A file that is scanned into the Records Management system
    PDF Record A PDF file
    Digital Photograph Record A photographic image file

    Note: The record type associates specific metadata with the records being uploaded. When you upload multiple items at once, all items will be identified with the selected record type.
  2. In the Choose File(s) section, click the Select file(s) to upload button.
  3. Locate the file(s) on your computer that you want to upload and click Open.

    Select multiple items using the method appropriate for your operating system.

    The selected items appear in the list. Click Remove to delete an item from this list, if necessary.

  4. Click Upload File(s) when this list contains all the items you want to upload.

    An indicator informs you of the upload progress. When 100% displays for all files, you can proceed.

  5. Click OK.

    The new records display in the File Plan as undeclared records.