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