Watch these videos for tips on using Governance Services.
Create a Records Management site
This video shows how to create a Records Management Share site, which is required before you can start doing any Records Management.
Import Records Management test data
In this video you will see how data can be loaded into a Records Management Share site.
Create a Record Category
Here we will learn how to create a
Create a Retention Schedule
Here we will learn how to create a
Create Retention Schedule Steps
Here we will learn how to create the
Create a Record Folder
Here we will learn how to create a Record Folder, which is used to store records.
Set User Permissions
Learn how to set up permissions for users in this video.
File a Record
See how you can file a record.
File an Unfiled Record
Learn how to file a record that is
Add a Record Type
See how to add metadata for records by applying a record type.
Edit Record Metadata
In this video we learn how to update the record metadata.
Complete a Record
Learn how to
Process Records
In this video you learn how to process individual records or records in a folder.
Automate the File Plan
In the