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Completing a record

Content added to the File Plan must be set to complete before it is recognized as a record.
Hover over an incomplete record in the File Plan and click Complete Record.

Tip: Incomplete records are marked.

If a record has mandatory metadata that hasn't been completed then a message lets you know that required metadata is missing.

Once a record is completed, it comes under the control of the record category it is filed under, and security restrictions apply.
Note: A record can be filed in multiple categories, see Linking records for more details.