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 disposition schedule Learn how to create a disposition schedule.
- Create disposition schedule steps Learn how to create disposition 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 in-place record Learn how to declare an in-place 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.
Parent topic: SkyVault Records Management