- Hover over a record in the File Plan and click More then Link to.
- Select a folder in the File Plan to link a record to.
A link is created in the destination folder. All copies of the record display the icon.Note: Linked records won't move to the next retention step until the period for the current step has been completed in all retention schedules it falls under. So in effect they follow the retention schedule that has the longest period for a step.