Records Management video tutorials

Watch these videos for tips on using SkyVault Records Management.

Create a Records Management site Learn how to create a Records Management site.
Import Records Management test data Learn how to import Records Management test data.
Add a record category Learn how to add a record category.
Create a retention schedule Learn how to create a retention schedule.
Create retention schedule steps Learn how to create retention schedule steps.
Create a record folder Learn how to create a record folder.
Set user permissions Learn how to set user permissions.
File a record Learn how to file a record.
Declare an easy access record Learn how to declare an easy access record.
File an unfiled record Learn how to file an unfiled record.
Add a record type Learn how to add a record type.
Edit record metadata Learn how to edit record metadata.
Complete a record Learn how to complete a record.
Process a record Learn how to process a record.
Automate the File Plan Learn how to automate the File Plan.

Parent topic: SkyVault Records Management

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