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Adding items to the File Plan

You can only add a record to a record folder.
  1. Navigate to the folder where the item(s) being uploaded will reside.
  2. Click File.

    The Filing Type dialog box displays.

  3. Indicate whether the item you are filing is an electronic record or a non-electronic record. Select one of the following:
    • Electronic, or
    • Non-electronic
  4. Proceed to the appropriate topic based on your choice: Filing an electronic record or Filing a non-electronic record.