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Opening the File Plan

You can use the File Plan to manage, view, and work with records.
  1. Click File Plan in the Records Management site.

    The records list takes up most of the File Plan main page. You can filter the records list and navigate the File Plan using the explorer panel down the left side of the page.

  2. Use the Options menu to select how you want to view the library content, and the sorting options to sort records.