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.
Create security controls Learn how to create security controls.
Set security clearance Learn how to set security clearance.
Classify files Learn how to classify files.

Parent topic: SkyVault Records Management

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