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Filing an unfiled record

When you've declared a record from a non-Records Management site it's added to the Unfiled Records folder. You now need to add it to a records folder.
  1. Click the Unfiled Records folder on the explorer panel on the left of the page.

    All unfiled records are displayed.

  2. Hover over an unfiled record and click More then File to....
  3. Select a records folder to file the record in then click File.
The record's added to the File Plan, and if you haven't already you can now go and add the required metadata.