You can create records from files in non-Records Management sites and add them straight
into the File Plan.
- In the Document Library of a SkyVault site find the file you want to declare as a record.
-
Hover over the file and click More then Declare as
Record.
The file is added to the Unfiled Records area, in the explorer panel of your Records Management site. It's still visible in its original site, identified by the
icon, but is locked and with
a limited set of actions available. 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.A file that has been declared as a recordscan be deleted. The records remain in the File Plan.
This record can now be filed in the File Plan. You can find it in the Unfiled Records
area 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.
Note: You can also set up folder rules in a non-Records Management site so the files
can be automatically declared as records. For example, you could create a rule that when a
file is tagged as "Confirmed", then a record will be created of that file and added to the
Records Management site.