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Filing an electronic record

Electronic records are files that are uploaded to a records folder.
  1. In the record folder where you want to file a record click File.
  2. Click Electronic.
  3. Click Select records to file and find the file that you want to upload.

    Tip: You can drag and drop files directly from your computer onto the Select records to file box. You can also select multiple items in the standard multi-select way.
    New records display in the File Plan as incomplete records. You need to make sure all required metadata is added before you can set records to complete.