You can create records from non-Records Management sites and add them straight into the
File Plan.
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In the Document Library of a SkyVault site find the file you want to declare as a
record.
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Hover over the item and click More then Declare As
Record.
The file is added to the Unfiled Records folder, in the explorer panel of your Records Management site. It's still visible in its original site, identified by the
icon, but with a limited set
of actions available. It's locked in the originating site and you can't work with
it.Note: You can't declare a record if your permission level for the site is Consumer, or if the file is locked or synced with a SkyVault in the Cloud site.
You can now go and file the record in your File Plan. You can find it in the Unfiled
Records folder in the File Plan explorer panel. New records display in the File Plan as
incomplete records. You need to make sure any required metadata is added before you can set
records to complete.